FCTR vs VUG

AFCTR

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FCTR $9,470

Lowest cost0.03%VUG · $3 on $10k

Most income0.65%FCTR · $65 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common8.1%FCTR and VUG

FCTR

VUG

First Trust Lunt U.S. Factor Rotation ETF · $46MVanguard Morningstar Growth ETF · $233B

+12.5%3 years · per year$14,226 · $18,532+22.8%

−1.1%5 years · per year$9,470 · $16,052+9.9%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.65%12-mo yield$65 · $43 on $10k0.43%

−21.9%Worst dropSmaller wins−15.1%

21.0%VolatilityLower wins19.0%

1–5VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · VUG

1.2%V1.6%

1.2%MA1.2%

0.5%WELL0.5%

0.4%NFLX0.8%

Held in common8.1%

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−0.8%	−9.3%	−8.4%	+12.5%	−1.1%	−21.9%	$46M

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

FCTR vs VUG

FCTR

First Trust Lunt U.S. Factor Rotation

$9,470

VUG

Vanguard Morningstar Growth

$16,052

MeasureFCTRVUG

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.65%0.43%

5 years, per year−1.1%+9.9%

3 years, per year+12.5%+22.8%

Worst drop · 1Y−21.9%−15.1%

Volatility · 1Y21.0%19.0%

5–1measures won
VUG first

8.1%

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: FCTR, VUG

Today

8.1%most shared, FCTR and VUG

FCTRVUG

FCTR—8.1%

VUG8.1%—

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

FCTR$65 − $65 = −$0

KeptFee

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