FQAL vs VUG

AFQAL

BVUG

Measures won4–2FQAL wins · of 6 · 5Y

$10,000 · 5Y$16,392FQAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%FQAL · $119 on $10k

Smallest drop−8.4%FQAL · worst fall in 1Y

Held in common45.5%FQAL and VUG

FQAL

VUG

Fidelity Quality Factor ETF · $1.6BVanguard Morningstar Growth ETF · $233B

+20.4%3 years · per year$17,466 · $18,415+22.6%

+10.4%5 years · per year$16,392 · $16,124+10.0%

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

1.19%12-mo yield$119 · $42 on $10k0.42%

−8.4%Worst dropSmaller wins−15.1%

12.1%VolatilityLower wins19.0%

4–2FQAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFQAL · VUG

8.1%AAPL12.5%

6.9%NVDA13.5%

6.5%MSFT9.7%

4.4%GOOGL5.2%

Held in common45.5%

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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
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

FQAL vs VUG

FQAL

Fidelity Quality Factor

$16,392

VUG

Vanguard Morningstar Growth

$16,124

MeasureFQALVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.19%0.42%

5 years, per year+10.4%+10.0%

3 years, per year+20.4%+22.6%

Worst drop · 1Y−8.4%−15.1%

Volatility · 1Y12.1%19.0%

4–2measures won
FQAL first

45.5%

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: FQAL, VUG

Today

45.5%most shared, FQAL and VUG

FQALVUG

FQAL—45.5%

VUG45.5%—

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

Income After Fees on $10,000

$104most kept, FQAL

FQAL$119 − $15 = $104

VUG$42 − $3 = $39

KeptFee

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