Compare · 3 funds side by side · dividends reinvested

VLU, VUG and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,925VLU · best of the three

Story of the three · IncomeMost incomeVLU · 1.59% · $159 a year on $10k

Story of the three · RiskSmallest drop

VLU, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.59%+20.3%+23.4%+22.1%+12.4%−6.3%10.9%$791M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: VLU 2012 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 1500 Value Tilt ETF · $791M$17,925

VLU

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

VLUMeasure

More Ways to See the Pairs

VLU vs VUG: Top 5 Holdings

Today

VLU

12.5%in top 5

VUG

in top 545.2%

VLUStockVUG

not top 5NVDA13.5%

2.2%AAPL12.5%

3.2%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: VLU, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

VLU0.12%$12

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VLU, VUG, VO

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+20.3%Year to dateJan 1 → Nov 11+5.1%

+23.4%1 yearTotal return+3.6%

+22.1%3 years · per year$10,000 became $18,215 · $18,430+22.6%

+12.4%5 years · per year$10,000 became $17,925 · $16,557+10.6%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

1.59%Trailing 12-mo yield$159 · $41 a year on $10k0.41%

−6.3%Worst dropSmaller is better−15.1%

10.9%VolatilityLower is calmer19.1%

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

6–2VLU wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.9%BRK-Bnot top 5

2.9%AMZNnot top 5

1.4%JPMnot top 5

Held in common21.7%

End-of-day Nov 11, 2026 · share of each fund

VLU vs VUG Returns, Every Period

5Y

SPDRVLU

+12.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

VLUVUGFaded: behind in that period

3–1VLU wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VLU vs VO

YTD

SPDRVLU

+20.3%

VOVanguard

+15.0%

+20.3%Year to date+15.0%

−6.3%Worst drop · 1Y−8.2%

10.9%Volatility · 1Y13.1%

1.6%Yield1.3%

$791MAssets$103B

4–0VLU wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.59%highest, VLU

FundTrailing yieldYield$10k

VLU1.59%$159

VO1.33%$133

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, VLU

VLU$159 − $12 = $147

VO$133 − $3 = $130

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VLU, VUG, VO

Today

23.6%most shared, VLU and VO

VLUVUGVO

VLU—21.7%23.6%

VUG21.7%—10.2%

VO23.6%10.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.4%VLU, at 10.9% volatility

VLUWorst drop−6.3%10.9% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VLUVO

+20.3%Year to date+15.0%

1.6%Yield1.3%

+23.4%Past year+15.0%

0.12%Fee0.03%

3–1VLU wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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VLU, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three