MGK vs VUG

AMGK

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,720MGK · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common87.0%MGK and VUG

MGK

VUG

Vanguard Morningstar Mega Cap Growth ETF · $34.9BVanguard Morningstar Growth ETF · $233B

+25.8%3 years · per year$19,894 · $19,673+25.3%

+12.1%5 years · per year$17,720 · $16,902+11.1%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

0.35%12-mo yield$35 · $41 on $10k0.41%

−16.3%Worst dropSmaller wins−16.1%

18.7%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMGK · VUG

13.7%NVDA13.5%

12.5%AAPL12.5%

9.5%MSFT9.7%

5.0%GOOGL5.2%

Held in common87.0%

End-of-day Nov 3, 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	AMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk	0.05%	0.35%	+0.9%	+5.0%	+3.1%	+25.8%	+12.1%	−16.3%	$34.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

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

All Three

5Y3 funds

#
1	AMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk	0.05%	0.35%	+0.9%	+5.0%	+3.1%	+25.8%	+12.1%	−16.3%	$34.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

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

Cards for this view

MGK vs VUG

MGK

Vanguard Morningstar Mega Cap Growth

$17,720

VUG

Vanguard Morningstar Growth

$16,902

MeasureMGKVUG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.35%0.41%

5 years, per year+12.1%+11.1%

3 years, per year+25.8%+25.3%

Worst drop · 1Y−16.3%−16.1%

Volatility · 1Y18.7%18.2%

3–2measures won
VUG first

87.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MGK, VUG, IWF

Today

87.0%most shared, MGK and VUG

MGKVUGIWF

MGK—87.0%72.2%

VUG87.0%—77.8%

IWF72.2%77.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

MGK$35 − $5 = $30

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee