DFAT vs FAB · Compare Desk

AVUG

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VO $13,616

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common10.2%VUG and VO

VUG vs VO

VUG

Vanguard Morningstar Growth ETF · $233BVanguard Morningstar Mid-Cap ETF · $103B

+22.8%3 years · per year$18,532 · $16,795+18.9%

+9.9%5 years · per year$16,052 · $13,616+6.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

0.43%12-mo yield$43 · $139 on $10k1.39%

−15.1%Worst dropSmaller wins−8.2%

19.0%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · VO

0.3%NET1.1%

0.3%FTNT0.6%

0.3%SNOW0.6%

0.3%PWR1.0%

Held in common10.2%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VUG vs VO

VUG

Vanguard Morningstar Growth

$16,052

Vanguard Morningstar Mid-Cap

$13,616

MeasureVUGVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield0.43%1.39%

5 years, per year+9.9%+6.4%

3 years, per year+22.8%+18.9%

Worst drop · 1Y−15.1%−8.2%

Volatility · 1Y19.0%12.9%

3–2measures won
VO first

10.2%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VUG, VO

Today

10.2%most shared, VUG and VO

VUGVO

VUG—10.2%

VO10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$43 − $3 = $40

KeptFee

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