AFSC vs VUG

AAFSC

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%AFSC and VUG

AFSC

VUG

abrdn Focused U.S. Small Cap Active ETF · $9MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

1.09%Expense ratio$109 · $3 on $10k · lower wins0.03%

0.06%12-mo yield$6 · $41 on $10k0.41%

−11.4%Worst dropSmaller wins−15.1%

19.0%VolatilityLower wins19.1%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSC vs VUG

AFSC

abrdn Focused U.S. Small Cap Active

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureAFSCVUG

Fee1.09%0.03%

Cost on $10k a year$109$3

Yield0.06%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−11.4%−15.1%

Volatility · 1Y19.0%19.1%

2–2measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: AFSC, VUG, IVV, VO

Today

55.1%most shared, VUG and IVV

AFSCVUGIVVVO

AFSC—0.0%0.0%0.0%

VUG0.0%—55.1%10.2%

IVV0.0%55.1%—16.1%

VO0.0%10.2%16.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IVV$111 − $3 = $108

VUG$41 − $3 = $38

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee