DVLU vs VUG

ADVLU

BVUG

Measures won4–2DVLU wins · of 6 · 5Y

$10,000 · 5Y$16,560DVLU · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.80%DVLU · $80 on $10k

Smallest drop−12.2%DVLU · worst fall in 1Y

Held in common0.2%DVLU and VUG

DVLU

VUG

First Trust Dorsey Wright Momentum & Value ETF · $47MVanguard Morningstar Growth ETF · $233B

+21.3%3 years · per year$17,854 · $18,415+22.6%

+10.6%5 years · per year$16,560 · $16,124+10.0%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.80%12-mo yield$80 · $42 on $10k0.42%

−12.2%Worst dropSmaller wins−15.1%

16.3%VolatilityLower wins19.0%

4–2DVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · VUG

1.1%WDAY0.1%

1.8%SMCI0.1%

Held in common0.2%

End-of-day Nov 6, 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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVLU vs VUG

DVLU

First Trust Dorsey Wright Momentum & Value

$16,561

VUG

Vanguard Morningstar Growth

$16,124

MeasureDVLUVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.80%0.42%

5 years, per year+10.6%+10.0%

3 years, per year+21.3%+22.6%

Worst drop · 1Y−12.2%−15.1%

Volatility · 1Y16.3%19.0%

4–2measures won
DVLU first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DVLU, VUG

Today

0.2%most shared, DVLU and VUG

DVLUVUG

DVLU—0.2%

VUG0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

DVLU$80 − $60 = $20

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee