IVVM vs VUG

AIVVM

BVUG

Measures won3–2IVVM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.64%IVVM · $64 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and VUG

IVVM

VUG

iShares Large Cap Moderate Quarterly Laddered ETF · $199MVanguard Morningstar Growth ETF · $233B

+14.7%3 years · per year$15,078 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $43 on $10k0.43%

−5.3%Worst dropSmaller wins−15.1%

8.0%VolatilityLower wins19.0%

3–2IVVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVM · 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	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	−2.7%	+6.1%	+7.8%	+14.7%	new	−5.3%	$199M

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	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	−2.7%	+6.1%	+7.8%	+14.7%	new	−5.3%	$199M

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

IVVM vs VUG

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureIVVMVUG

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.64%0.43%

5 years, per year[…]+9.9%

3 years, per year+14.7%+22.8%

Worst drop · 1Y−5.3%−15.1%

Volatility · 1Y8.0%19.0%

3–2measures won
IVVM 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: IVVM, VUG

Today

0.0%most shared, IVVM and VUG

IVVMVUG

IVVM—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

$40most kept, VUG

VUG$43 − $3 = $40

IVVM$64 − $53 = $11

KeptFee

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