MFUS vs VUG

AMFUS

BVUG

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,262MFUS · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%MFUS · $146 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common18.1%MFUS and VUG

MFUS

VUG

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320MVanguard Morningstar Growth ETF · $233B

+21.6%3 years · per year$17,982 · $18,415+22.6%

+11.5%5 years · per year$17,262 · $16,124+10.0%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.46%12-mo yield$146 · $42 on $10k0.42%

−6.4%Worst dropSmaller wins−15.1%

11.9%VolatilityLower wins19.0%

4–2MFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFUS · VUG

2.3%AAPL12.5%

1.7%LLY2.6%

0.9%INTC1.5%

0.7%GOOGL5.2%

Held in common18.1%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
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%	$114.6B

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
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%	$114.6B

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

MFUS vs VUG

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,262

VUG

Vanguard Morningstar Growth

$16,124

MeasureMFUSVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.46%0.42%

5 years, per year+11.5%+10.0%

3 years, per year+21.6%+22.6%

Worst drop · 1Y−6.4%−15.1%

Volatility · 1Y11.9%19.0%

4–2measures won
MFUS first

18.1%

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$59.7B

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: MFUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

MFUSVUGIWF

MFUS—18.1%22.3%

VUG18.1%—78.0%

IWF22.3%78.0%—

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

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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