Compare · 3 funds side by side · dividends reinvested

VO, VUG and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

VO, VUG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.0

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

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: VO 2004 · VUG 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

VUG

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

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

VOMeasureVUG

More Ways to See the Pairs

VO vs VUG: Top 5 Holdings

Today

VO

5.3%in top 5

VUG

in top 545.2%

VOStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Cost, Income and Risk

Fees: VO, VUG, XLF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

XLF0.08%$8

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

Yields: VO, VUG, XLF

1Y

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$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+13.6%Year to dateJan 1 → Nov 10+3.4%

+14.4%1 yearTotal return+4.2%

+18.0%3 years · per year$10,000 became $16,445 · $18,230+22.2%

+6.7%5 years · per year$10,000 became $13,829 · $16,394+10.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $41 a year on $10k0.41%

−8.2%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.1%

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

5–2VO wins

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

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common10.2%

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

VO vs VUG Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

VOVUGFaded: behind in that period

2–2Level

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

Stocks vs Sector: VO vs XLF

YTD

VanguardVO

+13.6%

XLFSPDR

+7.7%

+13.6%Year to date+7.7%

−8.2%Worst drop · 1Y−14.8%

13.0%Volatility · 1Y15.3%

1.4%Yield1.4%

$103BAssets$53.4B

3–0VO wins

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

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

VO1.35%$135

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

VO$135 − $3 = $132

VUG$41 − $3 = $38

KeptFee

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

Overlap: VO, VUG, XLF

Today

14.1%most shared, VO and XLF

VOVUGXLF

VO—10.2%14.1%

VUG10.2%—3.9%

XLF14.1%3.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

VOWorst drop−8.2%13.0% vol

XLFWorst drop−14.8%15.3% 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

XLFVO

+7.7%Year to date+13.6%

1.4%Yield1.4%

+12.2%Past year+14.4%

0.08%Fee0.03%

3–0VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VO, VUG and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three