VUG vs TMAT

AVUG

BTMAT

Measures won5–1VUG wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common8.2%VUG and TMAT

VUG

TMAT

Vanguard Morningstar Growth ETF · $233BMain Thematic Innovation ETF · $218M

+22.9%3 years · per year$18,569 · $19,632+25.2%

+10.6%5 years · per year$16,565 · $10,938+1.8%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

0.41%12-mo yield$41 · $2 on $10k0.02%

−15.1%Worst dropSmaller wins−23.4%

19.1%VolatilityLower wins30.9%

5–1VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · TMAT

2.7%AMD2.2%

0.9%PANW4.7%

0.7%GEV1.3%

0.6%MRVL1.0%

Held in common8.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs TMAT

VUG

Vanguard Morningstar Growth

$16,565

TMAT

Main Thematic Innovation

$10,938

MeasureVUGTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield0.41%0.02%

5 years, per year+10.6%+1.8%

3 years, per year+22.9%+25.2%

Worst drop · 1Y−15.1%−23.4%

Volatility · 1Y19.1%30.9%

5–1measures won
VUG first

8.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, TMAT, VUG

Today

35.8%most shared, DFAC and VUG

DFACTMATVUG

DFAC—4.4%35.8%

TMAT4.4%—8.2%

VUG35.8%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee