CDL vs VUG

ACDL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · CDL $16,692

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%CDL · $300 on $10k

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

Held in common0.5%CDL and VUG

CDL

VUG

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

+20.3%3 years · per year$17,409 · $19,712+25.4%

+10.8%5 years · per year$16,692 · $17,153+11.4%

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

3.00%12-mo yield$300 · $40 on $10k0.40%

−7.9%Worst dropSmaller wins−16.1%

11.0%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 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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$413M

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$413M

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

CDL vs VUG

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

VUG

Vanguard Morningstar Growth

$17,153

MeasureCDLVUG

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield3.00%0.40%

5 years, per year+10.8%+11.4%

3 years, per year+20.3%+25.4%

Worst drop · 1Y−7.9%−16.1%

Volatility · 1Y11.0%18.2%

3–3measures won
level

0.5%

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: CDL, VUG

Today

0.5%most shared, CDL and VUG

CDLVUG

CDL—0.5%

VUG0.5%—

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

VUG$40 − $3 = $37

KeptFee

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