FDLO vs VUG

AFDLO

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · FDLO $16,126

Lowest cost0.03%VUG · $3 on $10k

Most income1.32%FDLO · $132 on $10k

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

Held in common38.3%FDLO and VUG

FDLO

VUG

Fidelity Low Volatility Factor ETF · $1.5BVanguard Morningstar Growth ETF · $233B

+16.6%3 years · per year$15,871 · $18,569+22.9%

+10.0%5 years · per year$16,126 · $16,565+10.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.32%12-mo yield$132 · $41 on $10k0.41%

−7.1%Worst dropSmaller wins−15.1%

10.0%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDLO · VUG

8.3%AAPL12.5%

6.8%MSFT9.7%

4.3%GOOGL5.2%

3.7%AMZN4.3%

Held in common38.3%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.32%	+2.2%	+14.4%	+17.1%	+16.6%	+10.0%	−7.1%	$1.5B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.32%	+2.2%	+14.4%	+17.1%	+16.6%	+10.0%	−7.1%	$1.5B

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

FDLO vs VUG

FDLO

Fidelity Low Volatility Factor ETF

$16,126

VUG

Vanguard Morningstar Growth

$16,565

MeasureFDLOVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.32%0.41%

5 years, per year+10.0%+10.6%

3 years, per year+16.6%+22.9%

Worst drop · 1Y−7.1%−15.1%

Volatility · 1Y10.0%19.1%

3–3measures won
level

38.3%

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$61.4B

1–1level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDLO, VUG

Today

38.3%most shared, FDLO and VUG

FDLOVUG

FDLO—38.3%

VUG38.3%—

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

Income After Fees on $10,000

$117most kept, FDLO

FDLO$132 − $15 = $117

VUG$41 − $3 = $38

KeptFee

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