ILCV vs VUG

AILCV

BVUG

Measures won4–2ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,926ILCV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%ILCV · $153 on $10k

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

Held in common32.1%ILCV and VUG

ILCV

VUG

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

+22.0%3 years · per year$18,161 · $18,415+22.6%

+12.4%5 years · per year$17,926 · $16,124+10.0%

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

1.53%12-mo yield$153 · $42 on $10k0.42%

−6.5%Worst dropSmaller wins−15.1%

10.4%VolatilityLower wins19.0%

4–2ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · VUG

8.6%MSFT9.7%

7.2%AAPL12.5%

3.3%AMZN4.3%

2.4%META4.2%

Held in common32.1%

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

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

ILCV vs VUG

ILCV

iShares Morningstar Value

$17,927

VUG

Vanguard Morningstar Growth

$16,124

MeasureILCVVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.53%0.42%

5 years, per year+12.4%+10.0%

3 years, per year+22.0%+22.6%

Worst drop · 1Y−6.5%−15.1%

Volatility · 1Y10.4%19.0%

4–2measures won
ILCV first

32.1%

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: ILCV, VUG, IWF

Today

78.0%most shared, VUG and IWF

ILCVVUGIWF

ILCV—32.1%33.2%

VUG32.1%—78.0%

IWF33.2%78.0%—

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

Income After Fees on $10,000

$149most kept, ILCV

ILCV$153 − $4 = $149

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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