GROZ vs VUG

AGROZ

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,902VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−13.2%GROZ · worst fall in 1Y

Held in common64.6%GROZ and VUG

GROZ

VUG

Zacks Trust - Zacks Focus Growth ETF · $119MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,673+25.3%

[…]5 years · per year[…] · $16,902+11.1%

1.14%Expense ratio$114 · $3 on $10k · lower wins0.03%

0.04%12-mo yield$4 · $41 on $10k0.41%

−13.2%Worst dropSmaller wins−16.1%

17.2%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGROZ · VUG

10.1%AAPL12.5%

9.2%NVDA13.5%

7.8%MSFT9.7%

6.1%GOOGL5.2%

Held in common64.6%

End-of-day Nov 3, 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%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AGROZ	Zacks Trust - Zacks Focus Growth ETFRead Desk		1.14%	0.04%	+0.4%	+7.8%	+5.1%	new	new	−13.2%	$119M

End-of-day Nov 3, 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%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AGROZ	Zacks Trust - Zacks Focus Growth ETFRead Desk		1.14%	0.04%	+0.4%	+7.8%	+5.1%	new	new	−13.2%	$119M

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

Cards for this view

GROZ vs VUG

GROZ

Zacks Trust - Zacks Focus Growth

[…]

VUG

Vanguard Morningstar Growth

$16,902

MeasureGROZVUG

Fee1.14%0.03%

Cost on $10k a year$114$3

Yield0.04%0.41%

5 years, per year[…]+11.1%

3 years, per year[…]+25.3%

Worst drop · 1Y−13.2%−16.1%

Volatility · 1Y17.2%18.2%

2–2measures won
level

64.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GROZ, VUG

Today

64.6%most shared, GROZ and VUG

GROZVUG

GROZ—64.6%

VUG64.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

GROZ$4 − $114 = −$110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee