JPUS vs VUG

AJPUS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · JPUS $15,476

Lowest cost0.03%VUG · $3 on $10k

Most income2.03%JPUS · $203 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common5.8%JPUS and VUG

JPUS

VUG

JPMorgan Diversified Return U.S. Equity ETF · $472MVanguard Morningstar Growth ETF · $233B

+17.7%3 years · per year$16,287 · $18,415+22.6%

+9.1%5 years · per year$15,476 · $16,124+10.0%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

2.03%12-mo yield$203 · $42 on $10k0.42%

−6.9%Worst dropSmaller wins−15.1%

10.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · VUG

0.4%AAPL12.5%

0.4%WELL0.5%

0.4%APH0.6%

0.4%ANET0.6%

Held in common5.8%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M

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

JPUS vs VUG

JPUS

JPMorgan Diversified Return U.S. Equity

$15,476

VUG

Vanguard Morningstar Growth

$16,124

MeasureJPUSVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield2.03%0.42%

5 years, per year+9.1%+10.0%

3 years, per year+17.7%+22.6%

Worst drop · 1Y−6.9%−15.1%

Volatility · 1Y10.4%19.0%

3–3measures won
level

5.8%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JPUS, VUG

Today

5.8%most shared, JPUS and VUG

JPUSVUG

JPUS—5.8%

VUG5.8%—

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

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

VUG$42 − $3 = $39

KeptFee

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