FSCS vs VUG

AFSCS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FSCS $13,615

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%FSCS · $122 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common0.2%FSCS and VUG

FSCS

VUG

First Trust SMID Capital Strength ETF · $62MVanguard Morningstar Growth ETF · $233B

+14.0%3 years · per year$14,809 · $18,532+22.8%

+6.4%5 years · per year$13,615 · $16,052+9.9%

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

1.22%12-mo yield$122 · $43 on $10k0.43%

−7.8%Worst dropSmaller wins−15.1%

12.2%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · VUG

1.0%WST0.1%

1.0%RMD0.1%

1.1%ROL0.0%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
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	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.22%	−2.4%	+5.9%	+8.8%	+14.0%	+6.4%	−7.8%	$62M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.22%	−2.4%	+5.9%	+8.8%	+14.0%	+6.4%	−7.8%	$62M

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

FSCS vs VUG

FSCS

First Trust SMID Capital Strength

$13,615

VUG

Vanguard Morningstar Growth

$16,052

MeasureFSCSVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.22%0.43%

5 years, per year+6.4%+9.9%

3 years, per year+14.0%+22.8%

Worst drop · 1Y−7.8%−15.1%

Volatility · 1Y12.2%19.0%

3–3measures won
level

0.2%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSCS, VUG

Today

0.2%most shared, FSCS and VUG

FSCSVUG

FSCS—0.2%

VUG0.2%—

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

Income After Fees on $10,000

$62most kept, FSCS

FSCS$122 − $60 = $62

VUG$43 − $3 = $40

KeptFee

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