FFLV vs VUG

AFFLV

BVUG

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%FFLV · $131 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common19.5%FFLV and VUG

FFLV

VUG

Fidelity Fundamental Large Cap · $19MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $42 on $10k0.42%

−7.2%Worst dropSmaller wins−15.1%

11.3%VolatilityLower wins19.0%

3–1FFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLV · VUG

5.5%MSFT9.7%

5.2%AAPL12.5%

6.5%AMZN4.3%

0.9%META4.2%

Held in common19.5%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFLV vs VUG

FFLV

Fidelity Fundamental Large Cap

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureFFLVVUG

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.31%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y11.3%19.0%

3–1measures won
FFLV first

19.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FFLV, VUG

Today

19.5%most shared, FFLV and VUG

FFLVVUG

FFLV—19.5%

VUG19.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$93most kept, FFLV

FFLV$131 − $38 = $93

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee