DRES vs VUG

ADRES

BVUG

Measures won3–1DRES wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.67%DRES · $67 on $10k

Smallest drop−11.9%DRES · worst fall in 1Y

Held in common0.3%DRES and VUG

DRES

VUG

GMO Domestic Resilience ETF · $144MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.67%12-mo yield$67 · $41 on $10k0.41%

−11.9%Worst dropSmaller wins−15.1%

18.1%VolatilityLower wins19.1%

3–1DRES wins

$10,000 · 5 yearsOne scale

Shared top holdingsDRES · VUG

1.6%ODFL0.1%

3.6%VMC0.1%

5.1%MLM0.1%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADRES	GMO Domestic Resilience ETFRead Desk		0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADRES	GMO Domestic Resilience ETFRead Desk		0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M

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

DRES vs VUG

DRES

GMO Domestic Resilience

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureDRESVUG

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.67%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−11.9%−15.1%

Volatility · 1Y18.1%19.1%

3–1measures won
DRES first

0.3%

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$59.7B

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%

$120BAssets$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: DRES, VUG

Today

0.3%most shared, DRES and VUG

DRESVUG

DRES—0.3%

VUG0.3%—

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

DRES$67 − $50 = $17

KeptFee

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