FRTY vs VUG

AFRTY

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common2.5%FRTY and VUG

FRTY

VUG

Alger Mid Cap 40 ETF · $128MVanguard Morningstar Growth ETF · $233B

+20.4%3 years · per year$17,457 · $18,532+22.8%

−2.4%5 years · per year$8,847 · $16,052+9.9%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.20%12-mo yield$20 · $43 on $10k0.43%

−19.0%Worst dropSmaller wins−15.1%

28.7%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFRTY · VUG

3.5%NET0.3%

3.4%SNOW0.3%

1.7%DDOG0.3%

2.0%HOOD0.3%

Held in common2.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$128M

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$128M

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

Cards for this view

FRTY vs VUG

FRTY

Alger Mid Cap 40

$8,847

VUG

Vanguard Morningstar Growth

$16,052

MeasureFRTYVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.20%0.43%

5 years, per year−2.4%+9.9%

3 years, per year+20.4%+22.8%

Worst drop · 1Y−19.0%−15.1%

Volatility · 1Y28.7%19.0%

6–0measures won
VUG first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FRTY, VUG, IWF

Today

78.0%most shared, VUG and IWF

FRTYVUGIWF

FRTY—2.5%2.3%

VUG2.5%—78.0%

IWF2.3%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee