CFA vs VUG

ACFA

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · CFA $14,358

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%CFA · $122 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common13.3%CFA and VUG

CFA

VUG

VictoryShares US 500 Volatility Wtd ETF · $538MVanguard Morningstar Growth ETF · $233B

+16.6%3 years · per year$15,869 · $18,532+22.8%

+7.5%5 years · per year$14,358 · $16,052+9.9%

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

1.22%12-mo yield$122 · $43 on $10k0.43%

−7.1%Worst dropSmaller wins−15.1%

11.0%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · VUG

0.3%COST1.1%

0.3%TJX0.4%

0.3%V1.6%

0.3%MA1.2%

Held in common13.3%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$538M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$538M

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

Cards for this view

CFA vs VUG

CFA

VictoryShares US 500 Volatility Wtd

$14,358

VUG

Vanguard Morningstar Growth

$16,052

MeasureCFAVUG

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.22%0.43%

5 years, per year+7.5%+9.9%

3 years, per year+16.6%+22.8%

Worst drop · 1Y−7.1%−15.1%

Volatility · 1Y11.0%19.0%

3–3measures won
level

13.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CFA, VUG

Today

13.3%most shared, CFA and VUG

CFAVUG

CFA—13.3%

VUG13.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, CFA

CFA$122 − $38 = $84

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee