Compare · 3 funds side by side · dividends reinvested

SGLC, VUG and VTV

SGLCSummit Global Investments×VUGVanguard×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

SGLC, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+14.4%+18.8%+21.0%[…]−9.7%16.1%$226M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SGLC 2023 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

SGI U.S. Large Cap Core ETF · $226M[…]

SGLC

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

SGLCMeasure

More Ways to See the Pairs

SGLC vs VUG: Top 5 Holdings

Today

SGLC

29.0%in top 5

VUG

in top 545.2%

SGLCStockVUG

8.1%NVDA13.5%

7.7%AAPL12.5%

6.2%MSFT9.7%

2.9%GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SGLC, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SGLC0.85%$85

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

Yields: SGLC, VUG, VTV

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

VUG

+14.4%Year to dateJan 1 → Nov 10+3.4%

+18.8%1 yearTotal return+4.2%

+21.0%3 years · per year$10,000 became $17,698 · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $16,394+10.4%

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

0.20%Trailing 12-mo yield$20 · $41 a year on $10k0.41%

−9.7%Worst dropSmaller is better−15.1%

16.1%VolatilityLower is calmer19.1%

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

4–3SGLC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

4.1%AMZNnot top 5

Held in common50.3%

End-of-day Nov 10, 2026 · share of each fund

SGLC vs VUG Returns, Every Period

1Y

Summit Global InvestmentsSGLC

+18.8%

past year

VUGVanguard

+4.2%

past year

SGLCVUGFaded: behind in that period

2–1SGLC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SGLC vs VTV

YTD

Summit Global InvestmentsSGLC

+14.4%

VTVVanguard

+21.0%

+14.4%Year to date+21.0%

−9.7%Worst drop · 1Y−6.4%

16.1%Volatility · 1Y10.8%

0.2%Yield1.8%

$226MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VUG0.41%$41

SGLC0.20%$20

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

SGLC$20 − $85 = −$65

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SGLC, VUG, VTV

Today

50.3%most shared, SGLC and VUG

SGLCVUGVTV

SGLC—50.3%28.5%

VUG50.3%—1.9%

VTV28.5%1.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SGLCWorst drop−9.7%16.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSGLC

+21.0%Year to date+14.4%

1.8%Yield0.2%

+24.8%Past year+18.8%

0.03%Fee0.85%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SGLC, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three