ACVF vs VUG

AACVF

BVUG

Measures won4–2ACVF wins · of 6 · 5Y

$10,000 · 5Y$16,106ACVF · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.50%ACVF · $50 on $10k

Smallest drop−7.7%ACVF · worst fall in 1Y

Held in common36.4%ACVF and VUG

ACVF

VUG

American Conservative Values ETF · $154MVanguard Morningstar Growth ETF · $233B

+18.9%3 years · per year$16,826 · $18,532+22.8%

+10.0%5 years · per year$16,106 · $16,052+9.9%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.50%12-mo yield$50 · $43 on $10k0.43%

−7.7%Worst dropSmaller wins−15.1%

13.5%VolatilityLower wins19.0%

4–2ACVF wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVF · VUG

7.5%NVDA13.5%

5.9%MSFT9.7%

2.2%AVGO4.3%

2.0%LLY2.6%

Held in common36.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVF vs VUG

ACVF

American Conservative Values

$16,106

VUG

Vanguard Morningstar Growth

$16,052

MeasureACVFVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.50%0.43%

5 years, per year+10.0%+9.9%

3 years, per year+18.9%+22.8%

Worst drop · 1Y−7.7%−15.1%

Volatility · 1Y13.5%19.0%

4–2measures won
ACVF first

36.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACVF, VUG

Today

36.4%most shared, ACVF and VUG

ACVFVUG

ACVF—36.4%

VUG36.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

ACVF$50 − $75 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee