DYNF vs VUG

ADYNF

BVUG

Measures won5–1DYNF wins · of 6 · 5Y

$10,000 · 5Y$18,413DYNF · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DYNF · $87 on $10k

Smallest drop−8.7%DYNF · worst fall in 1Y

Held in common50.5%DYNF and VUG

DYNF

VUG

iShares U.S. Equity Factor Rotation Active ETF · $40.4BVanguard Morningstar Growth ETF · $233B

+25.1%3 years · per year$19,571 · $18,532+22.8%

+13.0%5 years · per year$18,413 · $16,052+9.9%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $43 on $10k0.43%

−8.7%Worst dropSmaller wins−15.1%

14.5%VolatilityLower wins19.0%

5–1DYNF wins

$10,000 · 5 yearsOne scale

Shared top holdingsDYNF · VUG

8.3%AAPL12.5%

7.6%NVDA13.5%

5.1%MSFT9.7%

4.4%AMZN4.3%

Held in common50.5%

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	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$40.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$40.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

DYNF vs VUG

DYNF

iShares U.S. Equity Factor Rotation Active

$18,413

VUG

Vanguard Morningstar Growth

$16,052

MeasureDYNFVUG

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield0.87%0.43%

5 years, per year+13.0%+9.9%

3 years, per year+25.1%+22.8%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y14.5%19.0%

5–1measures won
DYNF first

50.5%

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: DYNF, VUG

Today

50.5%most shared, DYNF and VUG

DYNFVUG

DYNF—50.5%

VUG50.5%—

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

Income After Fees on $10,000

$61most kept, DYNF

DYNF$87 − $26 = $61

VUG$43 − $3 = $40

KeptFee

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