IUS vs VUG

AIUS

BVUG

Measures won4–2IUS wins · of 6 · 5Y

$10,000 · 5Y$20,206IUS · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%IUS · $120 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common29.9%IUS and VUG

IUS

VUG

Invesco RAFI Strategic US ETF · $1.0BVanguard Morningstar Growth ETF · $233B

+24.8%3 years · per year$19,448 · $19,712+25.4%

+15.1%5 years · per year$20,206 · $17,153+11.4%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.20%12-mo yield$120 · $40 on $10k0.40%

−6.1%Worst dropSmaller wins−16.1%

10.4%VolatilityLower wins18.2%

4–2IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · VUG

4.2%AAPL12.5%

4.1%MSFT9.7%

2.8%GOOGL5.2%

2.6%AMZN4.3%

Held in common29.9%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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

IUS vs VUG

IUS

Invesco RAFI Strategic US

$20,206

VUG

Vanguard Morningstar Growth

$17,153

MeasureIUSVUG

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.20%0.40%

5 years, per year+15.1%+11.4%

3 years, per year+24.8%+25.4%

Worst drop · 1Y−6.1%−16.1%

Volatility · 1Y10.4%18.2%

4–2measures won
IUS first

29.9%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IUS, VUG

Today

29.9%most shared, IUS and VUG

IUSVUG

IUS—29.9%

VUG29.9%—

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

Income After Fees on $10,000

$101most kept, IUS

IUS$120 − $19 = $101

VUG$40 − $3 = $37

KeptFee

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