IMTM vs VUG

AIMTM

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IMTM $14,535

Lowest cost0.03%VUG · $3 on $10k

Most income4.77%IMTM · $477 on $10k

Smallest drop−12.8%IMTM · worst fall in 1Y

Held in common0.0%IMTM and VUG

IMTM

VUG

iShares MSCI Intl Momentum Factor ETF · $4.2BVanguard Morningstar Growth ETF · $233B

+20.1%3 years · per year$17,330 · $18,532+22.8%

+7.8%5 years · per year$14,535 · $16,052+9.9%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

4.77%12-mo yield$477 · $43 on $10k0.43%

−12.8%Worst dropSmaller wins−15.1%

20.2%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMTM · VUG

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

Held in common0.0%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk		0.30%	4.77%	−4.9%	+2.8%	+7.8%	+20.1%	+7.8%	−12.8%	$4.2B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk		0.30%	4.77%	−4.9%	+2.8%	+7.8%	+20.1%	+7.8%	−12.8%	$4.2B

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

Cards for this view

IMTM vs VUG

IMTM

iShares MSCI Intl Momentum Factor

$14,535

VUG

Vanguard Morningstar Growth

$16,052

MeasureIMTMVUG

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield4.77%0.43%

5 years, per year+7.8%+9.9%

3 years, per year+20.1%+22.8%

Worst drop · 1Y−12.8%−15.1%

Volatility · 1Y20.2%19.0%

4–2measures won
VUG first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMTM, VUG

Today

0.0%most shared, IMTM and VUG

IMTMVUG

IMTM—0.0%

VUG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$447most kept, IMTM

IMTM$477 − $30 = $447

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee