IVOG vs VBK

AIVOG

BVBK

Measures won4–2IVOG wins · of 6 · 5Y

$10,000 · 5Y$13,642IVOG · VBK $11,659

Lowest cost0.05%VBK · $5 on $10k

Most income0.57%IVOG · $57 on $10k

Smallest drop−10.1%IVOG · worst fall in 1Y

Held in common41.4%IVOG and VBK

IVOG

VBK

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7BVanguard Morningstar Small-Cap Growth ETF · $22.8B

+18.4%3 years · per year$16,578 · $17,233+19.9%

+6.4%5 years · per year$13,642 · $11,659+3.1%

0.10%Expense ratio$10 · $5 on $10k · lower wins0.05%

0.57%12-mo yield$57 · $42 on $10k0.42%

−10.1%Worst dropSmaller wins−11.4%

17.8%VolatilityLower wins20.5%

4–2IVOG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOG · VBK

2.5%TWLO1.3%

1.9%OKTA1.0%

1.5%FTI0.8%

1.4%NVT0.7%

Held in common41.4%

End-of-day Nov 3, 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	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	+1.3%	+13.8%	+14.6%	+18.4%	+6.4%	−10.1%	$1.7B
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

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

Both

5Y2 funds

#			Trend
1	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	+1.3%	+13.8%	+14.6%	+18.4%	+6.4%	−10.1%	$1.7B
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

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

Cards for this view

IVOG vs VBK

IVOG

Vanguard S&P Mid-Cap 400 Growth

$13,642

VBK

Vanguard Morningstar Small-Cap Growth

$11,659

MeasureIVOGVBK

Fee0.10%0.05%

Cost on $10k a year$10$5

Yield0.57%0.42%

5 years, per year+6.4%+3.1%

3 years, per year+18.4%+19.9%

Worst drop · 1Y−10.1%−11.4%

Volatility · 1Y17.8%20.5%

4–2measures won
IVOG first

41.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IVOG, VBK

Today

41.4%most shared, IVOG and VBK

IVOGVBK

IVOG—41.4%

VBK41.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$47most kept, IVOG

IVOG$57 − $10 = $47

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee