FSGS vs VUG

AFSGS

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common0.2%FSGS and VUG

FSGS

VUG

First Trust SMID Growth Strength ETF · $30MVanguard Morningstar Growth ETF · $233B

+13.4%3 years · per year$14,587 · $19,712+25.4%

+5.0%5 years · per year$12,777 · $17,153+11.4%

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

0.03%12-mo yield$3 · $40 on $10k0.40%

−11.3%Worst dropSmaller wins−16.1%

14.7%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSGS · VUG

0.9%DXCM0.1%

0.9%RMD0.1%

1.1%TW0.1%

Held in common0.2%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSGS vs VUG

FSGS

First Trust SMID Growth Strength

$12,777

VUG

Vanguard Morningstar Growth

$17,153

MeasureFSGSVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.03%0.40%

5 years, per year+5.0%+11.4%

3 years, per year+13.4%+25.4%

Worst drop · 1Y−11.3%−16.1%

Volatility · 1Y14.7%18.2%

4–2measures won
VUG first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSGS, VUG, IWF

Today

77.4%most shared, VUG and IWF

FSGSVUGIWF

FSGS—0.2%1.1%

VUG0.2%—77.4%

IWF1.1%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee