IVVW vs VUG

AIVVW

BVUG

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income18.90%IVVW · $1,890 on $10k

Smallest drop−5.8%IVVW · worst fall in 1Y

Held in common54.8%IVVW and VUG

IVVW

VUG

iShares S&P 500 BuyWrite ETF · $338MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

18.90%12-mo yield$1,890 · $42 on $10k0.42%

−5.8%Worst dropSmaller wins−15.1%

9.6%VolatilityLower wins19.0%

3–1IVVW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVW · VUG

7.9%AAPL12.5%

6.9%NVDA13.5%

6.3%MSFT9.7%

4.0%AMZN4.3%

Held in common54.8%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.90%	+0.4%	+7.7%	+10.8%	new	new	−5.8%	$338M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.90%	+0.4%	+7.7%	+10.8%	new	new	−5.8%	$338M

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

IVVW vs VUG

IVVW

iShares S&P 500 BuyWrite

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureIVVWVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield18.90%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−5.8%−15.1%

Volatility · 1Y9.6%19.0%

3–1measures won
IVVW first

54.8%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVVW, VUG

Today

54.8%most shared, IVVW and VUG

IVVWVUG

IVVW—54.8%

VUG54.8%—

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

Income After Fees on $10,000

$1,865most kept, IVVW

IVVW$1,890 − $25 = $1,865

VUG$42 − $3 = $39

KeptFee

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