MMSC vs VUG

AMMSC

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.0%MMSC and VUG

MMSC

VUG

First Trust Multi-Manager Small Cap Opportunities ETF · $50MVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,714 · $18,415+22.6%

+3.5%5 years · per year$11,900 · $16,124+10.0%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $42 on $10k0.42%

−15.3%Worst dropSmaller wins−15.1%

24.6%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMSC · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$50M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$50M

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

MMSC vs VUG

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,900

VUG

Vanguard Morningstar Growth

$16,124

MeasureMMSCVUG

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield0.00%0.42%

5 years, per year+3.5%+10.0%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−15.3%−15.1%

Volatility · 1Y24.6%19.0%

6–0measures won
VUG first

0.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MMSC, VUG, IWF

Today

78.0%most shared, VUG and IWF

MMSCVUGIWF

MMSC—0.0%1.1%

VUG0.0%—78.0%

IWF1.1%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

MMSC$0 − $95 = −$95

KeptFee

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