Compare · 3 funds side by side · dividends reinvested

ZDIS, GARY and VUG

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

02 / 03

ZDIS, GARY 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%$233B1.1

Mango Growth ETFUS Stock Styles · Growth0.77%0.05%+21.0%[…][…][…][…][…]$267M2.0

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M2.5

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: ZDIS 2015 · GARY 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

ZDIS

VUG

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

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

ZDISMeasureVUG

[…]Year to dateJan 1 → Nov 6+1.4%

[…]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%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

0–2VUG wins

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

More Ways to See the Pairs

ZDIS vs VUG: Top 5 Holdings

Today

ZDIS

38.4%in top 5

VUG

in top 545.2%

ZDISStockVUG

8.5%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.2%SHOPnot top 5

9.1%TSLAnot top 5

6.4%MELInot top 5

5.2%SNOWnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common17.7%

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

ZDIS vs VUG Returns, Every Period

VirtusZDIS

[…]

past year

VUGVanguard

+0.2%

past year

Returns […]

ZDISVUGFaded: behind in that period

0–0Level

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

ZDIS vs VUG

YTD

VirtusZDIS

[…]

VUGVanguard

+1.4%

[…]Year to date+1.4%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.0%

0.0%Yield0.4%

$60.4MAssets$233B

1–0VUG wins

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

Cost, Income and Risk

Fees: ZDIS, GARY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ZDIS0.75%$75

GARY0.77%$77

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

Yields: ZDIS, GARY, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

GARY0.05%$5

ZDIS0.00%$0

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

GARY$5 − $77 = −$72

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: ZDIS, GARY, VUG

Today

33.8%most shared, GARY and VUG

ZDISGARYVUG

ZDIS—13.6%17.7%

GARY13.6%—33.8%

VUG17.7%33.8%—

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

Return vs Bumpiness: 3 ETFs

+0.2%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

ZDISWorst drop[…][…]

GARYWorst drop[…][…]

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

Paid More vs Made More

YTD

VUGGARY

+1.4%Year to date+21.0%

0.4%Yield0.0%

+0.2%Past year[…]

0.03%Fee0.77%

2–1VUG wins

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$59.1B

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