IDEQ vs VUG

AIDEQ

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.43%IDEQ · $143 on $10k

Smallest drop−12.9%IDEQ · worst fall in 1Y

Held in common0.0%IDEQ and VUG

IDEQ

VUG

Lazard International Dynamic Equity ETF · $2.1BVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.43%12-mo yield$143 · $42 on $10k0.42%

−12.9%Worst dropSmaller wins−15.1%

19.6%VolatilityLower wins19.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIDEQ · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIDEQ	Lazard International Dynamic Equity ETFRead Desk		0.40%	1.43%	0.0%	+8.3%	+14.1%	new	new	−12.9%	$2.1B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIDEQ	Lazard International Dynamic Equity ETFRead Desk		0.40%	1.43%	0.0%	+8.3%	+14.1%	new	new	−12.9%	$2.1B

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

IDEQ vs VUG

IDEQ

Lazard International Dynamic Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureIDEQVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.43%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−12.9%−15.1%

Volatility · 1Y19.6%19.0%

2–2measures won
level

0.0%

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$59.1B

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: IDEQ, VUG

Today

0.0%most shared, IDEQ and VUG

IDEQVUG

IDEQ—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$103most kept, IDEQ

IDEQ$143 − $40 = $103

VUG$42 − $3 = $39

KeptFee

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