AVSC vs VUG

AAVSC

BVUG

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%AVSC · $96 on $10k

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

Held in common0.0%AVSC and VUG

AVSC

VUG

Avantis U.S. Small Cap Equity ETF · $3.2BVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,188 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $40 on $10k0.40%

−8.1%Worst dropSmaller wins−16.1%

15.7%VolatilityLower wins18.2%

3–2AVSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSC · VUG

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

Held in common0.0%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSC vs VUG

AVSC

Avantis U.S. Small Cap Equity

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureAVSCVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.96%0.40%

5 years, per year[…]+11.4%

3 years, per year+22.1%+25.4%

Worst drop · 1Y−8.1%−16.1%

Volatility · 1Y15.7%18.2%

3–2measures won
AVSC first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AVSC, VUG

Today

0.0%most shared, AVSC and VUG

AVSCVUG

AVSC—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, AVSC

AVSC$96 − $25 = $71

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee