Compare · 2 funds side by side · dividends reinvested

STRN and VUG

STRNSmart×VUGVanguard×

Versus in desk

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

02 / 04

STRN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.3

SMART Trend 25 ETFUnsorted0.59%0.18%+4.4%+7.5%[…][…]−20.3%28.2%$25M1.7

Rank among the two1st → 2ndFee, 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: STRN 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

SMART Trend 25 ETF · $25M[…]

STRN

VUG

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

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

STRNMeasureVUG

+4.4%Year to dateJan 1 → Nov 6+1.4%

+7.5%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

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

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

0.18%Trailing 12-mo yield$18 · $42 a year on $10k0.42%

−20.3%Worst dropSmaller is better−15.1%

28.2%VolatilityLower is calmer19.0%

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

2–4VUG wins

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

More Ways to See the Pairs

STRN vs VUG: Top 5 Holdings

Today

STRN

30.7%in top 5

VUG

in top 545.2%

STRNStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

7.6%COFnot top 5

7.2%SCCOnot top 5

5.7%PLTRnot top 5

not top 5GOOGL5.2%

5.1%APHnot top 5

5.0%MSnot top 5

not top 5AVGO4.3%

Held in common7.6%

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

STRN vs VUG Returns, Every Period

SmartSTRN

+7.5%

past year

VUGVanguard

+0.2%

past year

STRNVUGFaded: behind in that period

2–0STRN wins

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

Unsorted vs Stocks: STRN vs VUG

YTD

SmartSTRN

+4.4%

VUGVanguard

+1.4%

+4.4%Year to date+1.4%

−20.3%Worst drop · 1Y−15.1%

28.2%Volatility · 1Y19.0%

0.2%Yield0.4%

$24.6MAssets$233B

3–1VUG wins

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

Cost, Income and Risk

Fees: STRN, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

STRN0.59%$59

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

Yields: STRN, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

STRN0.18%$18

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

STRN$18 − $59 = −$41

KeptFee

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

Overlap: STRN, VUG

Today

7.6%most shared, STRN and VUG

STRNVUG

STRN—7.6%

VUG7.6%—

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

Return vs Bumpiness: 2 ETFs

+7.5%STRN, at 28.2% volatility

VUGWorst drop−15.1%19.0% vol

STRNWorst drop−20.3%28.2% vol

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

Paid More vs Made More

YTD

VUGSTRN

+1.4%Year to date+4.4%

0.4%Yield0.2%

+0.2%Past year+7.5%

0.03%Fee0.59%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026