MOAT vs VUG

AMOAT

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · MOAT $16,251

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%MOAT · $120 on $10k

Smallest drop−12.4%MOAT · worst fall in 1Y

Held in common15.1%MOAT and VUG

MOAT

VUG

VanEck Morningstar Wide Moat ETF · $11.9BVanguard Morningstar Growth ETF · $233B

+17.9%3 years · per year$16,383 · $18,569+22.9%

+10.2%5 years · per year$16,251 · $16,565+10.6%

0.46%Expense ratio$46 · $3 on $10k · lower wins0.03%

1.20%12-mo yield$120 · $41 on $10k0.41%

−12.4%Worst dropSmaller wins−15.1%

14.8%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMOAT · VUG

2.8%MSFT9.7%

2.4%META4.2%

2.0%NVDA13.5%

1.9%AVGO4.3%

Held in common15.1%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.20%	+2.4%	+13.0%	+18.8%	+17.9%	+10.2%	−12.4%	$11.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.20%	+2.4%	+13.0%	+18.8%	+17.9%	+10.2%	−12.4%	$11.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MOAT vs VUG

MOAT

VanEck Morningstar Wide Moat

$16,251

VUG

Vanguard Morningstar Growth

$16,565

MeasureMOATVUG

Fee0.46%0.03%

Cost on $10k a year$46$3

Yield1.20%0.41%

5 years, per year+10.2%+10.6%

3 years, per year+17.9%+22.9%

Worst drop · 1Y−12.4%−15.1%

Volatility · 1Y14.8%19.1%

3–3measures won
level

15.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MOAT, VUG

Today

15.1%most shared, MOAT and VUG

MOATVUG

MOAT—15.1%

VUG15.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, MOAT

MOAT$120 − $46 = $74

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee