DVOL vs VUG

ADVOL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DVOL $12,765

Lowest cost0.03%VUG · $3 on $10k

Most income0.82%DVOL · $82 on $10k

Smallest drop−9.8%DVOL · worst fall in 1Y

Held in common4.1%DVOL and VUG

DVOL

VUG

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75MVanguard Morningstar Growth ETF · $233B

+14.2%3 years · per year$14,887 · $18,532+22.8%

+5.0%5 years · per year$12,765 · $16,052+9.9%

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

0.82%12-mo yield$82 · $43 on $10k0.43%

−9.8%Worst dropSmaller wins−15.1%

12.5%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · VUG

2.7%AAPL12.5%

3.0%WELL0.5%

3.1%HLT0.2%

3.1%CTAS0.2%

Held in common4.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	−2.7%	+3.6%	+5.5%	+14.2%	+5.0%	−9.8%	$75M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	−2.7%	+3.6%	+5.5%	+14.2%	+5.0%	−9.8%	$75M

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

DVOL vs VUG

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,765

VUG

Vanguard Morningstar Growth

$16,052

MeasureDVOLVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.82%0.43%

5 years, per year+5.0%+9.9%

3 years, per year+14.2%+22.8%

Worst drop · 1Y−9.8%−15.1%

Volatility · 1Y12.5%19.0%

3–3measures won
level

4.1%

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: DVOL, VUG

Today

4.1%most shared, DVOL and VUG

DVOLVUG

DVOL—4.1%

VUG4.1%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

DVOL$82 − $60 = $22

KeptFee

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