IAI vs VUG

AIAI

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,893IAI · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%IAI · $120 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common0.9%IAI and VUG

IAI

VUG

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BVanguard Morningstar Growth ETF · $233B

+28.1%3 years · per year$21,009 · $18,415+22.6%

+11.1%5 years · per year$16,893 · $16,124+10.0%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.20%12-mo yield$120 · $42 on $10k0.42%

−16.5%Worst dropSmaller wins−15.1%

21.2%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · VUG

3.3%HOOD0.3%

5.2%MCO0.2%

2.9%COIN0.1%

4.6%MSCI0.1%

Held in common0.9%

End-of-day Nov 6, 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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAI vs VUG

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

VUG

Vanguard Morningstar Growth

$16,124

MeasureIAIVUG

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.20%0.42%

5 years, per year+11.1%+10.0%

3 years, per year+28.1%+22.6%

Worst drop · 1Y−16.5%−15.1%

Volatility · 1Y21.2%19.0%

3–3measures won
level

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IAI, VUG

Today

0.9%most shared, IAI and VUG

IAIVUG

IAI—0.9%

VUG0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, IAI

IAI$120 − $37 = $83

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee