EQTY vs VUG

AEQTY

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−11.9%EQTY · worst fall in 1Y

Held in common23.0%EQTY and VUG

EQTY

VUG

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+19.2%3 years · per year$16,955 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

0.02%12-mo yield$2 · $43 on $10k0.43%

−11.9%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.0%

2–3VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · VUG

4.8%AMZN4.3%

5.4%GOOG4.1%

3.9%MSFT9.7%

3.1%META4.2%

Held in common23.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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

EQTY vs VUG

EQTY

Kovitz Core Equity

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureEQTYVUG

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%0.43%

5 years, per year[…]+9.9%

3 years, per year+19.2%+22.8%

Worst drop · 1Y−11.9%−15.1%

Volatility · 1Y13.4%19.0%

3–2measures won
VUG first

23.0%

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: EQTY, VUG

Today

23.0%most shared, EQTY and VUG

EQTYVUG

EQTY—23.0%

VUG23.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

EQTY$2 − $99 = −$97

KeptFee

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