FLCV vs VUG

AFLCV

BVUG

Measures won3–1FLCV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.68%FLCV · $68 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common18.3%FLCV and VUG

FLCV

VUG

Federated Hermes MDT Large Cap Value ETF · $235MVanguard Morningstar Growth ETF · $233B

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

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

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

0.68%12-mo yield$68 · $42 on $10k0.42%

−5.7%Worst dropSmaller wins−15.1%

11.6%VolatilityLower wins19.0%

3–1FLCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · VUG

6.1%AAPL12.5%

5.7%AMZN4.3%

4.2%MSFT9.7%

2.4%COST1.1%

Held in common18.3%

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

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

FLCV vs VUG

FLCV

Federated Hermes MDT Large Cap Value

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureFLCVVUG

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.68%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−5.7%−15.1%

Volatility · 1Y11.6%19.0%

3–1measures won
FLCV first

18.3%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FLCV, VUG

Today

18.3%most shared, FLCV and VUG

FLCVVUG

FLCV—18.3%

VUG18.3%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

FLCV$68 − $43 = $25

KeptFee

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