BEEZ vs VUG

ABEEZ

BVUG

Measures won3–1BEEZ wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.51%BEEZ · $51 on $10k

Smallest drop−8.4%BEEZ · worst fall in 1Y

Held in common6.2%BEEZ and VUG

BEEZ

VUG

Honeytree U.S. Equity ETF · $6MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

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

0.64%Expense ratio$64 · $3 on $10k · lower wins0.03%

0.51%12-mo yield$51 · $42 on $10k0.42%

−8.4%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–1BEEZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsBEEZ · VUG

4.9%V1.6%

4.9%MA1.2%

2.3%LRCX1.1%

4.8%COST1.1%

Held in common6.2%

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	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	0.0%	+9.5%	+9.3%	new	new	−8.4%	$6M

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	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	0.0%	+9.5%	+9.3%	new	new	−8.4%	$6M

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

BEEZ vs VUG

BEEZ

Honeytree U.S. Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureBEEZVUG

Fee0.64%0.03%

Cost on $10k a year$64$3

Yield0.51%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−8.4%−15.1%

Volatility · 1Y13.9%19.0%

3–1measures won
BEEZ first

6.2%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BEEZ, VUG

Today

6.2%most shared, BEEZ and VUG

BEEZVUG

BEEZ—6.2%

VUG6.2%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

BEEZ$51 − $64 = −$13

KeptFee

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