FBCV vs VUG

AFBCV

BVUG

Measures won4–2FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,012FBCV · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.28%FBCV · $228 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common17.7%FBCV and VUG

FBCV

VUG

Fidelity Blue Chip Value ETF · $184MVanguard Morningstar Growth ETF · $233B

+20.4%3 years · per year$17,456 · $18,532+22.8%

+11.2%5 years · per year$17,012 · $16,052+9.9%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

2.28%12-mo yield$228 · $43 on $10k0.43%

−7.1%Worst dropSmaller wins−15.1%

11.0%VolatilityLower wins19.0%

4–2FBCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · VUG

6.0%MSFT9.7%

6.6%AMZN4.3%

4.2%AAPL12.5%

1.9%META4.2%

Held in common17.7%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M
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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M
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

FBCV vs VUG

FBCV

Fidelity Blue Chip Value

$17,012

VUG

Vanguard Morningstar Growth

$16,052

MeasureFBCVVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield2.28%0.43%

5 years, per year+11.2%+9.9%

3 years, per year+20.4%+22.8%

Worst drop · 1Y−7.1%−15.1%

Volatility · 1Y11.0%19.0%

4–2measures won
FBCV first

17.7%

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: FBCV, VUG

Today

17.7%most shared, FBCV and VUG

FBCVVUG

FBCV—17.7%

VUG17.7%—

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

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

VUG$43 − $3 = $40

KeptFee

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