DEMZ vs VUG

ADEMZ

BVUG

Measures won4–2DEMZ wins · of 6 · 5Y

$10,000 · 5Y$17,056DEMZ · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.89%DEMZ · $89 on $10k

Smallest drop−12.3%DEMZ · worst fall in 1Y

Held in common30.9%DEMZ and VUG

DEMZ

VUG

Democratic Large Cap Core ETF · $69MVanguard Morningstar Growth ETF · $233B

+22.4%3 years · per year$18,355 · $18,532+22.8%

+11.3%5 years · per year$17,056 · $16,052+9.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $43 on $10k0.43%

−12.3%Worst dropSmaller wins−15.1%

15.4%VolatilityLower wins19.0%

4–2DEMZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · VUG

5.4%MSFT9.7%

5.0%AAPL12.5%

4.4%NVDA13.5%

4.0%GOOGL5.2%

Held in common30.9%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

DEMZ vs VUG

DEMZ

Democratic Large Cap Core

$17,057

VUG

Vanguard Morningstar Growth

$16,052

MeasureDEMZVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.89%0.43%

5 years, per year+11.3%+9.9%

3 years, per year+22.4%+22.8%

Worst drop · 1Y−12.3%−15.1%

Volatility · 1Y15.4%19.0%

4–2measures won
DEMZ first

30.9%

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: DEMZ, VUG

Today

30.9%most shared, DEMZ and VUG

DEMZVUG

DEMZ—30.9%

VUG30.9%—

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

Income After Fees on $10,000

$44most kept, DEMZ

DEMZ$89 − $45 = $44

VUG$43 − $3 = $40

KeptFee

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