EPS vs VUG

AEPS

BVUG

Measures won4–2EPS wins · of 6 · 5Y

$10,000 · 5Y$17,151EPS · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.16%EPS · $116 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common45.4%EPS and VUG

EPS

VUG

WisdomTree U.S. LargeCap Fund · $1.6BVanguard Morningstar Growth ETF · $233B

+21.7%3 years · per year$18,039 · $18,532+22.8%

+11.4%5 years · per year$17,150 · $16,052+9.9%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $43 on $10k0.43%

−8.4%Worst dropSmaller wins−15.1%

13.1%VolatilityLower wins19.0%

4–2EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · VUG

7.1%NVDA13.5%

6.0%AAPL12.5%

4.8%GOOGL5.2%

4.7%MSFT9.7%

Held in common45.4%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
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

EPS vs VUG

EPS

WisdomTree U.S. LargeCap Fund

$17,151

VUG

Vanguard Morningstar Growth

$16,052

MeasureEPSVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.16%0.43%

5 years, per year+11.4%+9.9%

3 years, per year+21.7%+22.8%

Worst drop · 1Y−8.4%−15.1%

Volatility · 1Y13.1%19.0%

4–2measures won
EPS first

45.4%

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: EPS, VUG

Today

45.4%most shared, EPS and VUG

EPSVUG

EPS—45.4%

VUG45.4%—

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

VUG$43 − $3 = $40

KeptFee

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