AESR vs VUG

AAESR

BVUG

Measures won4–2AESR wins · of 6 · 5Y

$10,000 · 5Y$16,642AESR · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income21.33%AESR · $2,133 on $10k

Smallest drop−13.0%AESR · worst fall in 1Y

Held in common0.4%AESR and VUG

AESR

VUG

Anfield U.S. Equity Sector Rotation ETF · $246MVanguard Morningstar Growth ETF · $233B

+23.6%3 years · per year$18,895 · $18,415+22.6%

+10.7%5 years · per year$16,642 · $16,124+10.0%

0.97%Expense ratio$97 · $3 on $10k · lower wins0.03%

21.33%12-mo yield$2,133 · $42 on $10k0.42%

−13.0%Worst dropSmaller wins−15.1%

20.4%VolatilityLower wins19.0%

4–2AESR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · VUG

0.5%DELL0.2%

0.8%TRGP0.2%

Held in common0.4%

End-of-day Nov 6, 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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$246M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$246M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs VUG

AESR

Anfield U.S. Equity Sector Rotation

$16,642

VUG

Vanguard Morningstar Growth

$16,124

MeasureAESRVUG

Fee0.97%0.03%

Cost on $10k a year$97$3

Yield21.33%0.42%

5 years, per year+10.7%+10.0%

3 years, per year+23.6%+22.6%

Worst drop · 1Y−13.0%−15.1%

Volatility · 1Y20.4%19.0%

4–2measures won
AESR first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AESR, VUG

Today

0.4%most shared, AESR and VUG

AESRVUG

AESR—0.4%

VUG0.4%—

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

Income After Fees on $10,000

$2,036most kept, AESR

AESR$2,133 − $97 = $2,036

VUG$42 − $3 = $39

KeptFee

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