EES vs VUG

AEES

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · EES $13,838

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%EES · $119 on $10k

Smallest drop−8.0%EES · worst fall in 1Y

Held in common0.0%EES and VUG

EES

VUG

WisdomTree U.S. SmallCap Fund · $688MVanguard Morningstar Growth ETF · $233B

+18.0%3 years · per year$16,424 · $18,415+22.6%

+6.7%5 years · per year$13,838 · $16,124+10.0%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $42 on $10k0.42%

−8.0%Worst dropSmaller wins−15.1%

15.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEES · VUG

1.7%VG0.0%

Held in common0.0%

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	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	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	0.0%	+14.9%	+19.3%	+18.0%	+6.7%	−8.0%	$688M

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	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	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	0.0%	+14.9%	+19.3%	+18.0%	+6.7%	−8.0%	$688M

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

EES vs VUG

EES

WisdomTree U.S. SmallCap Fund

$13,838

VUG

Vanguard Morningstar Growth

$16,124

MeasureEESVUG

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.19%0.42%

5 years, per year+6.7%+10.0%

3 years, per year+18.0%+22.6%

Worst drop · 1Y−8.0%−15.1%

Volatility · 1Y15.4%19.0%

3–3measures won
level

0.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EES, VUG

Today

0.0%most shared, EES and VUG

EESVUG

EES—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$81most kept, EES

EES$119 − $38 = $81

VUG$42 − $3 = $39

KeptFee

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