GVLU vs VUG

AGVLU

BVUG

Measures won3–2GVLU wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income5.43%GVLU · $543 on $10k

Smallest drop−8.5%GVLU · worst fall in 1Y

Held in common1.8%GVLU and VUG

GVLU

VUG

Gotham 1000 Value ETF · $262MVanguard Morningstar Growth ETF · $233B

+19.1%3 years · per year$16,900 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

5.43%12-mo yield$543 · $43 on $10k0.43%

−8.5%Worst dropSmaller wins−15.1%

13.3%VolatilityLower wins19.0%

3–2GVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · VUG

0.5%SNDK0.7%

0.3%BKNG0.3%

0.3%APP0.2%

0.1%VRSK0.1%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

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

GVLU vs VUG

GVLU

Gotham 1000 Value

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureGVLUVUG

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield5.43%0.43%

5 years, per year[…]+9.9%

3 years, per year+19.1%+22.8%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y13.3%19.0%

3–2measures won
GVLU first

1.8%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GVLU, VUG

Today

1.8%most shared, GVLU and VUG

GVLUVUG

GVLU—1.8%

VUG1.8%—

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

Income After Fees on $10,000

$478most kept, GVLU

GVLU$543 − $65 = $478

VUG$43 − $3 = $40

KeptFee

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