IYY vs VUG

AIYY

BVUG

Measures won4–2IYY wins · of 6 · 5Y

$10,000 · 5Y$16,435IYY · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%IYY · $91 on $10k

Smallest drop−8.9%IYY · worst fall in 1Y

Held in common52.7%IYY and VUG

IYY

VUG

iShares Dow Jones U.S. ETF · $2.9BVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,070 · $18,532+22.8%

+10.4%5 years · per year$16,435 · $16,052+9.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.91%12-mo yield$91 · $43 on $10k0.43%

−8.9%Worst dropSmaller wins−15.1%

13.7%VolatilityLower wins19.0%

4–2IYY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · VUG

7.2%AAPL12.5%

6.8%NVDA13.5%

5.8%MSFT9.7%

3.7%AMZN4.3%

Held in common52.7%

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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
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

IYY vs VUG

IYY

iShares Dow Jones U.S.

$16,435

VUG

Vanguard Morningstar Growth

$16,052

MeasureIYYVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.91%0.43%

5 years, per year+10.4%+9.9%

3 years, per year+21.8%+22.8%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.7%19.0%

4–2measures won
IYY first

52.7%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IYY, VUG

Today

52.7%most shared, IYY and VUG

IYYVUG

IYY—52.7%

VUG52.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, IYY

IYY$91 − $20 = $71

VUG$43 − $3 = $40

KeptFee

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