FVAL vs VUG5YFVALFVALAvsBVUGVUGFidelity Value Factor ETF · $1.4BVanguard Morningstar Growth ETF · $233BReturns · dividends in+21.3%3 years · per year$17,868 · $18,430+22.6%+12.0%5 years · per year$17,645 · $16,557+10.6%Cost and income0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%1.50%
Overlap: FVAL, VUG, DFACToday42.3%most shared, FVAL and VUGFVALVUGDFACFVAL—42.3%41.7%VUG42.3%—35.6%DFAC41.7%35.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FVAL vs VUG5YAFVALFidelity Value Factor$17,645vsVUGBVanguard Morningstar Growth$16,557$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: FVAL, VUG, DFACToday42.3%most shared, FVAL and VUGFVALVUGDFACFVAL—42.3%41.7%VUG42.3%—35.6%DFAC41.7%35.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135DFAC$87 − $21 = $66VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee