DVOL vs VUG

ADVOL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

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 · $76MVanguard Morningstar Growth ETF · $233B

+13.9%3 years · per year$14,785 · $18,415+22.6%

+4.9%5 years · per year$12,730 · $16,124+10.0%

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

0.82%12-mo yield$82 · $42 on $10k0.42%

−9.8%Worst dropSmaller wins−15.1%

12.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one 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 6, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

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

DVOL vs VUG

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,730

VUG

Vanguard Morningstar Growth

$16,124

MeasureDVOLVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.82%0.42%

5 years, per year+4.9%+10.0%

3 years, per year+13.9%+22.6%

Worst drop · 1Y−9.8%−15.1%

Volatility · 1Y12.4%19.0%

3–3measures won
level

4.1%

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$59.1B

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: DVOL, VUG, IWF

Today

78.0%most shared, VUG and IWF

DVOLVUGIWF

DVOL—4.1%5.1%

VUG4.1%—78.0%

IWF5.1%78.0%—

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

DVOL$82 − $60 = $22

IWF$39 − $18 = $21

KeptFee

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