ELFY vs VTV

AELFY

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common7.4%ELFY and VTV

ELFY

VTV

ALPS Electrification Infrastructure ETF · $154MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $183 on $10k1.83%

−22.4%Worst dropSmaller wins−6.4%

22.7%VolatilityLower wins10.8%

0–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsELFY · VTV

0.8%ETN0.6%

1.0%NEE0.6%

0.8%FCX0.4%

1.0%SO0.4%

Held in common7.4%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$154M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$154M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ELFY vs VTV

ELFY

ALPS Electrification Infrastructure

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureELFYVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.18%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−22.4%−6.4%

Volatility · 1Y22.7%10.8%

4–0measures won
VTV first

7.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ELFY, VTV, VUG

Today

7.4%most shared, ELFY and VTV

ELFYVTVVUG

ELFY—7.4%3.0%

VTV7.4%—1.9%

VUG3.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ELFY$118 − $50 = $68

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee