ILCV vs VUG

AILCV

BVUG

Measures won4–2ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.48%ILCV · $148 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common31.6%ILCV and VUG

ILCV

VUG

iShares Morningstar Value ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+23.9%3 years · per year$19,027 · $19,712+25.4%

+13.3%5 years · per year$18,668 · $17,153+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $40 on $10k0.40%

−6.5%Worst dropSmaller wins−16.1%

10.0%VolatilityLower wins18.2%

4–2ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VUG

8.4%MSFT9.7%

6.9%AAPL12.5%

3.2%AMZN4.3%

2.5%META4.2%

Held in common31.6%

End-of-day Nov 4, 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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILCV vs VUG

ILCV

iShares Morningstar Value

$18,668

VUG

Vanguard Morningstar Growth

$17,153

MeasureILCVVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.48%0.40%

5 years, per year+13.3%+11.4%

3 years, per year+23.9%+25.4%

Worst drop · 1Y−6.5%−16.1%

Volatility · 1Y10.0%18.2%

4–2measures won
ILCV first

31.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ILCV, VUG

Today

31.6%most shared, ILCV and VUG

ILCVVUG

ILCV—31.6%

VUG31.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee