FNDX vs VUG

AFNDX

BVUG

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,587FNDX · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.47%FNDX · $147 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common23.6%FNDX and VUG

FNDX

VUG

Schwab Fundamental U.S. Large Company ETF · $28.0BVanguard Morningstar Growth ETF · $233B

+22.7%3 years · per year$18,459 · $18,415+22.6%

+13.2%5 years · per year$18,587 · $16,124+10.0%

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

1.47%12-mo yield$147 · $42 on $10k0.42%

−6.0%Worst dropSmaller wins−15.1%

10.4%VolatilityLower wins19.0%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · VUG

4.9%AAPL12.5%

3.3%MSFT9.7%

2.0%AMZN4.3%

1.5%META4.2%

Held in common23.6%

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
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

FNDX vs VUG

FNDX

Schwab Fundamental U.S. Large Company

$18,587

VUG

Vanguard Morningstar Growth

$16,124

MeasureFNDXVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.47%0.42%

5 years, per year+13.2%+10.0%

3 years, per year+22.7%+22.6%

Worst drop · 1Y−6.0%−15.1%

Volatility · 1Y10.4%19.0%

5–1measures won
FNDX first

23.6%

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: FNDX, VUG

Today

23.6%most shared, FNDX and VUG

FNDXVUG

FNDX—23.6%

VUG23.6%—

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

Income After Fees on $10,000

$122most kept, FNDX

FNDX$147 − $25 = $122

VUG$42 − $3 = $39

KeptFee

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