IUSV vs VUG

AIUSV

BVUG

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common24.5%IUSV and VUG

IUSV

VUG

iShares Core S&P U.S. Value ETF · $29.0BVanguard Morningstar Growth ETF · $233B

+17.8%3 years · per year$16,360 · $18,415+22.6%

+11.2%5 years · per year$16,974 · $16,124+10.0%

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

1.66%12-mo yield$166 · $42 on $10k0.42%

−6.4%Worst dropSmaller wins−15.1%

10.3%VolatilityLower wins19.0%

4–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · VUG

7.9%AAPL12.5%

3.8%AMZN4.3%

1.2%TSLA2.7%

1.5%COST1.1%

Held in common24.5%

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

Both

5Y2 funds

#			Trend
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
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

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

Both

5Y2 funds

#			Trend
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
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

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

IUSV vs VUG

IUSV

iShares Core S&P U.S. Value

$16,974

VUG

Vanguard Morningstar Growth

$16,124

MeasureIUSVVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.66%0.42%

5 years, per year+11.2%+10.0%

3 years, per year+17.8%+22.6%

Worst drop · 1Y−6.4%−15.1%

Volatility · 1Y10.3%19.0%

4–2measures won
IUSV first

24.5%

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$59.1B

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: IUSV, VUG

Today

24.5%most shared, IUSV and VUG

IUSVVUG

IUSV—24.5%

VUG24.5%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

VUG$42 − $3 = $39

KeptFee

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