MGV vs VUG

AMGV

BVUG

Measures won4–2MGV wins · of 6 · 5Y

$10,000 · 5Y$17,965MGV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.86%MGV · $186 on $10k

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

Held in common3.3%MGV and VUG

MGV

VUG

Vanguard Morningstar Mega Cap Value ETF · $13.5BVanguard Morningstar Growth ETF · $233B

+21.1%3 years · per year$17,766 · $18,415+22.6%

+12.4%5 years · per year$17,965 · $16,124+10.0%

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

1.86%12-mo yield$186 · $42 on $10k0.42%

−6.4%Worst dropSmaller wins−15.1%

10.7%VolatilityLower wins19.0%

4–2MGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGV · VUG

2.0%COST1.1%

1.6%GE0.4%

1.3%TXN0.4%

0.4%TJX0.4%

Held in common3.3%

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

Both

5Y2 funds

#			Trend
1	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.86%	−0.3%	+18.8%	+23.2%	+21.1%	+12.4%	−6.4%	$13.5B
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

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

Both

5Y2 funds

#			Trend
1	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.86%	−0.3%	+18.8%	+23.2%	+21.1%	+12.4%	−6.4%	$13.5B
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

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

MGV vs VUG

MGV

Vanguard Morningstar Mega Cap Value

$17,965

VUG

Vanguard Morningstar Growth

$16,124

MeasureMGVVUG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield1.86%0.42%

5 years, per year+12.4%+10.0%

3 years, per year+21.1%+22.6%

Worst drop · 1Y−6.4%−15.1%

Volatility · 1Y10.7%19.0%

4–2measures won
MGV first

3.3%

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: MGV, VUG

Today

3.3%most shared, MGV and VUG

MGVVUG

MGV—3.3%

VUG3.3%—

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

Income After Fees on $10,000

$181most kept, MGV

MGV$186 − $5 = $181

VUG$42 − $3 = $39

KeptFee

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