LGDX vs VUG

ALGDX

BVUG

Measures won3–1LGDX wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.49%LGDX · $50 on $10k

Smallest drop−9.0%LGDX · worst fall in 1Y

Held in common49.0%LGDX and VUG

LGDX

VUG

Intech S&P Large Cap Diversified Alpha ETF · $141MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

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

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

0.49%12-mo yield$50 · $43 on $10k0.43%

−9.0%Worst dropSmaller wins−15.1%

14.3%VolatilityLower wins19.0%

3–1LGDX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGDX · VUG

8.4%NVDA13.5%

5.7%AAPL12.5%

4.5%MSFT9.7%

3.5%GOOGL5.2%

Held in common49.0%

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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

LGDX vs VUG

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureLGDXVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.49%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y14.3%19.0%

3–1measures won
LGDX first

49.0%

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: LGDX, VUG, IWF

Today

78.0%most shared, VUG and IWF

LGDXVUGIWF

LGDX—49.0%50.1%

VUG49.0%—78.0%

IWF50.1%78.0%—

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

LGDX$50 − $25 = $25

IWF$39 − $18 = $21

KeptFee

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