AVGV vs VUG

AAVGV

BVUG

Measures won3–2AVGV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%AVGV · $205 on $10k

Smallest drop−8.1%AVGV · worst fall in 1Y

Held in common0.0%AVGV and VUG

AVGV

VUG

Avantis All Equity Markets Value ETF 9 · $480MVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,079 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

2.05%12-mo yield$205 · $42 on $10k0.42%

−8.1%Worst dropSmaller wins−15.1%

13.1%VolatilityLower wins19.0%

3–2AVGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVGV · VUG

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

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.05%	−0.6%	+15.5%	+21.3%	+21.8%	new	−8.1%	$480M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.05%	−0.6%	+15.5%	+21.3%	+21.8%	new	−8.1%	$480M

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

AVGV vs VUG

AVGV

Avantis All Equity Markets Value ETF 9

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureAVGVVUG

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield2.05%0.42%

5 years, per year[…]+10.0%

3 years, per year+21.8%+22.6%

Worst drop · 1Y−8.1%−15.1%

Volatility · 1Y13.1%19.0%

3–2measures won
AVGV first

0.0%

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$59.7B

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: AVGV, VUG

Today

0.0%most shared, AVGV and VUG

AVGVVUG

AVGV—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$179most kept, AVGV

AVGV$205 − $26 = $179

VUG$42 − $3 = $39

KeptFee

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