FNDB vs VUG

AFNDB

BVUG

Measures won4–2FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,219FNDB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%FNDB · $144 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common22.4%FNDB and VUG

FNDB

VUG

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BVanguard Morningstar Growth ETF · $233B

+22.3%3 years · per year$18,284 · $18,415+22.6%

+12.7%5 years · per year$18,220 · $16,124+10.0%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.44%12-mo yield$144 · $42 on $10k0.42%

−6.3%Worst dropSmaller wins−15.1%

10.7%VolatilityLower wins19.0%

4–2FNDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDB · VUG

4.6%AAPL12.5%

3.1%MSFT9.7%

1.9%AMZN4.3%

1.4%META4.2%

Held in common22.4%

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

FNDB vs VUG

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,220

VUG

Vanguard Morningstar Growth

$16,124

MeasureFNDBVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.44%0.42%

5 years, per year+12.7%+10.0%

3 years, per year+22.3%+22.6%

Worst drop · 1Y−6.3%−15.1%

Volatility · 1Y10.7%19.0%

4–2measures won
FNDB first

22.4%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FNDB, VUG

Today

22.4%most shared, FNDB and VUG

FNDBVUG

FNDB—22.4%

VUG22.4%—

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

Income After Fees on $10,000

$119most kept, FNDB

FNDB$144 − $25 = $119

VUG$42 − $3 = $39

KeptFee

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