AVUS vs VUG

AAVUS

BVUG

Measures won4–2AVUS wins · of 6 · 5Y

$10,000 · 5Y$16,989AVUS · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%AVUS · $96 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common40.5%AVUS and VUG

AVUS

VUG

Avantis U.S. Equity ETF · $14.9BVanguard Morningstar Growth ETF · $233B

+21.7%3 years · per year$18,045 · $18,415+22.6%

+11.2%5 years · per year$16,989 · $16,124+10.0%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $42 on $10k0.42%

−7.8%Worst dropSmaller wins−15.1%

13.2%VolatilityLower wins19.0%

4–2AVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · VUG

6.1%AAPL12.5%

5.0%MSFT9.7%

4.8%NVDA13.5%

3.6%AMZN4.3%

Held in common40.5%

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

All Three

5Y3 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.9B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.96%	+0.1%	+12.2%	+14.4%	+21.7%	+11.2%	−7.8%	$14.9B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

AVUS vs VUG

AVUS

Avantis U.S. Equity

$16,989

VUG

Vanguard Morningstar Growth

$16,124

MeasureAVUSVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.96%0.42%

5 years, per year+11.2%+10.0%

3 years, per year+21.7%+22.6%

Worst drop · 1Y−7.8%−15.1%

Volatility · 1Y13.2%19.0%

4–2measures won
AVUS first

40.5%

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: AVUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

AVUSVUGIWF

AVUS—40.5%43.8%

VUG40.5%—78.0%

IWF43.8%78.0%—

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

Income After Fees on $10,000

$81most kept, AVUS

AVUS$96 − $15 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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