LRGF vs VUG

ALRGF

BVUG

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.06%LRGF · $106 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common46.5%LRGF and VUG

LRGF

VUG

iShares U.S. Equity Factor ETF · $3.7BVanguard Morningstar Growth ETF · $233B

+24.5%3 years · per year$19,310 · $19,712+25.4%

+13.7%5 years · per year$19,018 · $17,153+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $40 on $10k0.40%

−8.7%Worst dropSmaller wins−16.1%

12.9%VolatilityLower wins18.2%

4–2LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · VUG

7.1%NVDA13.5%

6.9%AAPL12.5%

5.4%MSFT9.7%

3.3%GOOG4.1%

Held in common46.5%

End-of-day Nov 4, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRGF vs VUG

LRGF

iShares U.S. Equity Factor

$19,018

VUG

Vanguard Morningstar Growth

$17,153

MeasureLRGFVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%0.40%

5 years, per year+13.7%+11.4%

3 years, per year+24.5%+25.4%

Worst drop · 1Y−8.7%−16.1%

Volatility · 1Y12.9%18.2%

4–2measures won
LRGF first

46.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LRGF, VUG

Today

46.5%most shared, LRGF and VUG

LRGFVUG

LRGF—46.5%

VUG46.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, LRGF

LRGF$106 − $8 = $98

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee