GGRW vs VUG

AGGRW

BVUG

Measures won4–2GGRW wins · of 6 · 5Y

$10,000 · 5Y$16,394VUG · GGRW $13,696

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%GGRW · $42 on $10k

Smallest drop−12.3%GGRW · worst fall in 1Y

Held in common47.9%GGRW and VUG

GGRW

VUG

Gabelli Growth Innovators ETF · $8MVanguard Morningstar Growth ETF · $233B

+23.9%3 years · per year$19,031 · $18,230+22.2%

+6.5%5 years · per year$13,696 · $16,394+10.4%

0.90%Expense ratio$90 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $41 on $10k0.41%

−12.3%Worst dropSmaller wins−15.1%

18.6%VolatilityLower wins19.1%

4–2GGRW wins

$10,000 · 5 yearsOne scale

Shared top holdingsGGRW · VUG

8.1%NVDA13.5%

4.9%MSFT9.7%

6.4%AMZN4.3%

4.1%AAPL12.5%

Held in common47.9%

End-of-day Nov 10, 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%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AGGRW	Gabelli Growth Innovators ETFRead Desk		0.90%	0.42%	−0.6%	+1.4%	+1.8%	+23.9%	+6.5%	−12.3%	$8M

End-of-day Nov 10, 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%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AGGRW	Gabelli Growth Innovators ETFRead Desk		0.90%	0.42%	−0.6%	+1.4%	+1.8%	+23.9%	+6.5%	−12.3%	$8M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GGRW vs VUG

GGRW

Gabelli Growth Innovators

$13,696

VUG

Vanguard Morningstar Growth

$16,394

MeasureGGRWVUG

Fee0.90%0.03%

Cost on $10k a year$90$3

Yield0.42%0.41%

5 years, per year+6.5%+10.4%

3 years, per year+23.9%+22.2%

Worst drop · 1Y−12.3%−15.1%

Volatility · 1Y18.6%19.1%

3–2measures won
GGRW first

47.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: GGRW, VUG

Today

47.9%most shared, GGRW and VUG

GGRWVUG

GGRW—47.9%

VUG47.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

GGRW$42 − $90 = −$48

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee