IGPT vs VUG

AIGPT

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,659IGPT · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

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

Held in common26.8%IGPT and VUG

IGPT

VUG

Invesco AI and Next Gen Software ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+34.1%3 years · per year$24,111 · $18,569+22.9%

+10.7%5 years · per year$16,659 · $16,565+10.6%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $41 on $10k0.41%

−32.5%Worst dropSmaller wins−15.1%

41.7%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGPT · VUG

8.6%NVDA13.5%

8.6%GOOGL5.2%

9.5%META4.2%

9.0%AMD2.7%

Held in common26.8%

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

Both

5Y2 funds

#			Trend
1	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+5.2%	+33.1%	+34.8%	+34.1%	+10.7%	−32.5%	$1.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+5.2%	+33.1%	+34.8%	+34.1%	+10.7%	−32.5%	$1.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

IGPT vs VUG

IGPT

Invesco AI and Next Gen Software

$16,659

VUG

Vanguard Morningstar Growth

$16,565

MeasureIGPTVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.00%0.41%

5 years, per year+10.7%+10.6%

3 years, per year+34.1%+22.9%

Worst drop · 1Y−32.5%−15.1%

Volatility · 1Y41.7%19.1%

4–2measures won
VUG first

26.8%

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$61.4B

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%

$122BAssets$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: IGPT, VUG

Today

26.8%most shared, IGPT and VUG

IGPTVUG

IGPT—26.8%

VUG26.8%—

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IGPT$0 − $57 = −$57

KeptFee

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