FVAL vs VO

AFVAL

BVO

Measures won4–2FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VUG $16,052

Lowest cost0.03%VO · $3 on $10k

Most income1.53%FVAL · $153 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common11.2%FVAL and VO

FVAL

Fidelity Value Factor ETF · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+22.0%3 years · per year$18,176 · $16,795+18.9%

+11.9%5 years · per year$17,546 · $13,616+6.4%

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

1.53%12-mo yield$153 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−8.2%

12.4%VolatilityLower wins12.9%

4–2FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · VO

0.7%ALL0.6%

0.5%DAL0.5%

0.4%TGT0.7%

0.7%PRU0.4%

Held in common11.2%

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

FVAL vs VO

FVAL

Fidelity Value Factor

$17,546

Vanguard Morningstar Mid-Cap

$13,616

MeasureFVALVO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.53%1.39%

5 years, per year+11.9%+6.4%

3 years, per year+22.0%+18.9%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y12.4%12.9%

4–2measures won
FVAL first

11.2%

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$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: FVAL, VO, VUG

Today

42.7%most shared, FVAL and VUG

FVALVOVUG

FVAL—11.2%42.7%

VO11.2%—10.2%

VUG42.7%10.2%—

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

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

VO$139 − $3 = $136

VUG$43 − $3 = $40

KeptFee

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