LRGF vs VUG

ALRGF

BVUG

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%LRGF · $110 on $10k

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

Held in common45.9%LRGF and VUG

LRGF

VUG

iShares U.S. Equity Factor ETF · $3.5BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,250 · $18,415+22.6%

+12.5%5 years · per year$18,000 · $16,124+10.0%

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

1.10%12-mo yield$110 · $42 on $10k0.42%

−8.7%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

4–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · VUG

7.4%AAPL12.5%

6.4%NVDA13.5%

5.7%MSFT9.7%

3.4%GOOG4.1%

Held in common45.9%

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

LRGF vs VUG

LRGF

iShares U.S. Equity Factor

$18,000

VUG

Vanguard Morningstar Growth

$16,124

MeasureLRGFVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.10%0.42%

5 years, per year+12.5%+10.0%

3 years, per year+22.2%+22.6%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y13.6%19.0%

4–2measures won
LRGF first

45.9%

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: LRGF, VUG, IWF

Today

78.0%most shared, VUG and IWF

LRGFVUGIWF

LRGF—45.9%48.9%

VUG45.9%—78.0%

IWF48.9%78.0%—

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

Income After Fees on $10,000

$102most kept, LRGF

LRGF$110 − $8 = $102

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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