IVLU vs VUG

AIVLU

BVUG

Measures won5–1IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income3.33%IVLU · $333 on $10k

Smallest drop−11.7%IVLU · worst fall in 1Y

Held in common0.0%IVLU and VUG

IVLU

VUG

iShares MSCI Intl Value Factor ETF · $4.6BVanguard Morningstar Growth ETF · $233B

+25.3%3 years · per year$19,670 · $18,532+22.8%

+14.6%5 years · per year$19,789 · $16,052+9.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

3.33%12-mo yield$333 · $43 on $10k0.43%

−11.7%Worst dropSmaller wins−15.1%

16.3%VolatilityLower wins19.0%

5–1IVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · 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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

IVLU vs VUG

IVLU

iShares MSCI Intl Value Factor

$19,789

VUG

Vanguard Morningstar Growth

$16,052

MeasureIVLUVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield3.33%0.43%

5 years, per year+14.6%+9.9%

3 years, per year+25.3%+22.8%

Worst drop · 1Y−11.7%−15.1%

Volatility · 1Y16.3%19.0%

5–1measures won
IVLU 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: IVLU, VUG

Today

0.0%most shared, IVLU and VUG

IVLUVUG

IVLU—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

$302most kept, IVLU

IVLU$333 − $31 = $302

VUG$43 − $3 = $40

KeptFee

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