MSTB vs VUG

AMSTB

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · MSTB $13,806

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−7.8%MSTB · worst fall in 1Y

Held in common0.0%MSTB and VUG

MSTB

VUG

LHA Market State Tactical Beta ETF · $190MVanguard Morningstar Growth ETF · $233B

+18.8%3 years · per year$16,756 · $18,415+22.6%

+6.7%5 years · per year$13,806 · $16,124+10.0%

1.40%Expense ratio$140 · $3 on $10k · lower wins0.03%

0.39%12-mo yield$39 · $42 on $10k0.42%

−7.8%Worst dropSmaller wins−15.1%

12.3%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSTB · 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

Both

5Y2 funds

#			Trend
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	AMSTB	LHA Market State Tactical Beta ETFRead Desk		1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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	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	AMSTB	LHA Market State Tactical Beta ETFRead Desk		1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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

MSTB vs VUG

MSTB

LHA Market State Tactical Beta

$13,806

VUG

Vanguard Morningstar Growth

$16,124

MeasureMSTBVUG

Fee1.40%0.03%

Cost on $10k a year$140$3

Yield0.39%0.42%

5 years, per year+6.7%+10.0%

3 years, per year+18.8%+22.6%

Worst drop · 1Y−7.8%−15.1%

Volatility · 1Y12.3%19.0%

3–2measures 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: MSTB, VUG

Today

0.0%most shared, MSTB and VUG

MSTBVUG

MSTB—0.0%

VUG0.0%—

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

MSTB$39 − $140 = −$101

KeptFee

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