HTUS vs MSTB

AHTUS

BMSTB

Measures won4–2HTUS wins · of 6 · 5Y

$10,000 · 5Y$19,912HTUS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income10.44%HTUS · $1,044 on $10k

Smallest drop−7.8%MSTB · worst fall in 1Y

Held in common75.0%HTUS and MSTB

HTUS

MSTB

Hull Tactical US ETF · $177MLHA Market State Tactical Beta ETF · $190M

+23.2%3 years · per year$18,717 · $16,549+18.3%

+14.8%5 years · per year$19,912 · $13,875+6.8%

0.96%Expense ratio$96 · $140 on $10k · lower wins1.40%

10.44%12-mo yield$1,044 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−7.8%

13.8%VolatilityLower wins12.2%

4–2HTUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsHTUS · MSTB

90.7%SPY75.0%

Held in common75.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.44%	+2.7%	+13.9%	+17.4%	+23.2%	+14.8%	−8.7%	$177M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+0.5%	+5.8%	+6.2%	+18.3%	+6.8%	−7.8%	$190M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.44%	+2.7%	+13.9%	+17.4%	+23.2%	+14.8%	−8.7%	$177M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	BMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+0.5%	+5.8%	+6.2%	+18.3%	+6.8%	−7.8%	$190M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTUS vs MSTB

HTUS

Hull Tactical US

$19,912

MSTB

LHA Market State Tactical Beta

$13,875

MeasureHTUSMSTB

Fee0.96%1.40%

Cost on $10k a year$96$140

Yield10.44%0.39%

5 years, per year+14.8%+6.8%

3 years, per year+23.2%+18.3%

Worst drop · 1Y−8.7%−7.8%

Volatility · 1Y13.8%12.2%

4–2measures won
HTUS first

75.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HTUS, MSTB, IWF, VUG

Today

78.1%most shared, IWF and VUG

HTUSMSTBIWFVUG

HTUS—75.0%0.0%0.0%

MSTB75.0%—0.0%0.0%

IWF0.0%0.0%—78.1%

VUG0.0%0.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$948most kept, HTUS

HTUS$1,044 − $96 = $948

VUG$41 − $3 = $38

IWF$38 − $18 = $20

MSTB$39 − $140 = −$101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee