IYF vs VUG

AIYF

BVUG

Measures won4–2IYF wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IYF $16,248

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%IYF · $145 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common1.2%IYF and VUG

IYF

VUG

iShares U.S. Financials ETF · $3.8BVanguard Morningstar Growth ETF · $233B

+23.3%3 years · per year$18,751 · $18,569+22.9%

+10.2%5 years · per year$16,249 · $16,565+10.6%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.45%12-mo yield$145 · $41 on $10k0.41%

−13.9%Worst dropSmaller wins−15.1%

15.2%VolatilityLower wins19.1%

4–2IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · VUG

1.0%HOOD0.3%

1.2%MCO0.2%

1.4%BX0.1%

0.5%COIN0.1%

Held in common1.2%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYF vs VUG

IYF

iShares U.S. Financials

$16,248

VUG

Vanguard Morningstar Growth

$16,565

MeasureIYFVUG

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.45%0.41%

5 years, per year+10.2%+10.6%

3 years, per year+23.3%+22.9%

Worst drop · 1Y−13.9%−15.1%

Volatility · 1Y15.2%19.1%

4–2measures won
IYF first

1.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IYF, VUG

Today

1.2%most shared, IYF and VUG

IYFVUG

IYF—1.2%

VUG1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IYF

IYF$145 − $37 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee