Compare · 3 funds side by side · dividends reinvested

SGLC, VUG and VO

SGLCSummit Global Investments×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SGLC, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.21%+12.0%+15.6%+21.2%[…]−9.7%16.0%$224M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SGLC 2023 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

SGI U.S. Large Cap Core ETF · $224M[…]

SGLC

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

SGLCMeasureVUG

+12.0%Year to dateJan 1 → Nov 6+1.4%

+15.6%1 yearTotal return+0.2%

+21.2%3 years · per year$10,000 became $17,800 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.21%Trailing 12-mo yield$21 · $42 a year on $10k0.42%

−9.7%Worst dropSmaller is better−15.1%

16.0%VolatilityLower is calmer19.0%

SGLCVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3SGLC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SGLC vs VUG: Top 5 Holdings

Today

SGLC

29.1%in top 5

VUG

in top 545.2%

SGLCStockVUG

8.2%NVDA13.5%

7.7%AAPL12.5%

6.0%MSFT9.7%

2.9%GOOGL5.2%

not top 5AVGO4.3%

4.3%AMZNnot top 5

Held in common50.6%

End-of-day Nov 6, 2026 · share of each fund

SGLC vs VUG Returns, Every Period

Summit Global InvestmentsSGLC

+15.6%

past year

VUGVanguard

+0.2%

past year

SGLCVUGFaded: behind in that period

2–1SGLC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SGLC vs VO

YTD

Summit Global InvestmentsSGLC

+12.0%

VOVanguard

+10.6%

+12.0%Year to date+10.6%

−9.7%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y12.9%

0.2%Yield1.4%

$224MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SGLC, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SGLC0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SGLC, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VUG0.42%$42

SGLC0.21%$21

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

SGLC$21 − $85 = −$64

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SGLC, VUG, VO

Today

50.6%most shared, SGLC and VUG

SGLCVUGVO

SGLC—50.6%16.8%

VUG50.6%—10.2%

VO16.8%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%SGLC, at 16.0% volatility

VOWorst drop−8.2%12.9% vol

SGLCWorst drop−9.7%16.0% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSGLC

+10.6%Year to date+12.0%

1.4%Yield0.2%

+11.6%Past year+15.6%

0.03%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026