CDC vs CDL · Compare Desk

ACDL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · CDL $16,142

Lowest cost0.03%VUG · $3 on $10k

Most income3.05%CDL · $305 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common0.5%CDL and VUG

CDL vs VUG

CDL

VUG

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413MVanguard Morningstar Growth ETF · $233B

+19.9%3 years · per year$17,255 · $19,673+25.3%

+10.1%5 years · per year$16,142 · $16,902+11.1%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

3.05%12-mo yield$305 · $41 on $10k0.41%

−7.9%Worst dropSmaller wins−16.1%

10.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · VUG

1.3%MCD0.2%

0.6%BX0.1%

0.5%ARES0.1%

0.7%LVS0.0%

Held in common0.5%

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.05%	−1.3%	+20.0%	+22.5%	+19.9%	+10.1%	−7.9%	$413M

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

Cards for this view

CDL vs VUG

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,142

VUG

Vanguard Morningstar Growth

$16,902

MeasureCDLVUG

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield3.05%0.41%

5 years, per year+10.1%+11.1%

3 years, per year+19.9%+25.3%

Worst drop · 1Y−7.9%−16.1%

Volatility · 1Y10.9%18.2%

3–3measures won
level

0.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CDL, VUG

Today

0.5%most shared, CDL and VUG

CDLVUG

CDL—0.5%

VUG0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee