FVAL vs VUG

AFVAL

BVUG

Measures won4–2FVAL wins · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.47%FVAL · $147 on $10k

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common42.6%FVAL and VUG

FVAL

VUG

Fidelity Value Factor ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+23.7%3 years · per year$18,950 · $19,712+25.4%

+12.9%5 years · per year$18,310 · $17,153+11.4%

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

1.47%12-mo yield$147 · $40 on $10k0.40%

−8.9%Worst dropSmaller wins−16.1%

11.9%VolatilityLower wins18.2%

4–2FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · VUG

7.8%NVDA13.5%

7.7%AAPL12.5%

6.3%MSFT9.7%

4.3%GOOGL5.2%

Held in common42.6%

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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

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

FVAL vs VUG

FVAL

Fidelity Value Factor

$18,310

VUG

Vanguard Morningstar Growth

$17,153

MeasureFVALVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.47%0.40%

5 years, per year+12.9%+11.4%

3 years, per year+23.7%+25.4%

Worst drop · 1Y−8.9%−16.1%

Volatility · 1Y11.9%18.2%

4–2measures won
FVAL first

42.6%

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: FVAL, VUG, IWF

Today

77.4%most shared, VUG and IWF

FVALVUGIWF

FVAL—42.6%43.8%

VUG42.6%—77.4%

IWF43.8%77.4%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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