LPSV vs VUG5YLPSVLPSVAvsBVUGVUGLone Peak SMID Value ETF · $0MVanguard Morningstar Growth ETF · $233BReturns · dividends in[…]3 years · per year[…] · $17,979+21.6%[…]5 years · per year[…] · $16,151+10.1%Cost and income0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $41 on $10k0.41%Risk · 1 year
Overlap: LPSV, VUG, IWFToday77.8%most shared, VUG and IWFLPSVVUGIWFLPSV—0.0%0.0%VUG0.0%—77.8%IWF0.0%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LPSV vs VUG5YALPSVLone Peak SMID Value[…]vsVUGBVanguard Morningstar Growth$16,151MeasureLPSVVUGFee0.70%0.03%Cost on $10k a year$70$3Yield0.00%0.41%5 years, per year[…]+10.1%3 years, per year[…]+21.6%Worst drop · 1Y[…]−15.1%Volatility · 1Y[…]19.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ALPSVLone Peak SMID Value ETFReadDesk0.70%0.00%+0.2%newnewnewnew[…]$475KEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ALPSVLone Peak SMID Value ETFReadDesk0.70%0.00%+0.2%newnewnewnew[…]$475KEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: LPSV, VUG, IWFToday77.8%most shared, VUG and IWFLPSVVUGIWFLPSV—0.0%0.0%VUG0.0%—77.8%IWF0.0%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$38most kept, VUGVUG$41 − $3 = $38IWF$38 − $18 = $20LPSV$0 − $70 = −$70KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee