MTUM vs VUG

AMTUM

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · MTUM $14,700

Lowest cost0.03%VUG · $3 on $10k

Most income2.09%MTUM · $209 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common23.9%MTUM and VUG

MTUM

VUG

iShares MSCI USA Momentum Factor ETF · $15.8BVanguard Morningstar Growth ETF · $233B

+24.4%3 years · per year$19,265 · $18,569+22.9%

+8.0%5 years · per year$14,700 · $16,565+10.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

2.09%12-mo yield$209 · $41 on $10k0.41%

−27.3%Worst dropSmaller wins−15.1%

29.6%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTUM · VUG

2.7%GOOGL5.2%

5.7%AMD2.7%

2.2%GOOG4.1%

2.8%INTC1.5%

Held in common23.9%

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	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.09%	+4.9%	+7.3%	+9.1%	+24.4%	+8.0%	−27.3%	$15.8B

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	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.09%	+4.9%	+7.3%	+9.1%	+24.4%	+8.0%	−27.3%	$15.8B

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

MTUM vs VUG

MTUM

iShares MSCI USA Momentum Factor

$14,700

VUG

Vanguard Morningstar Growth

$16,565

MeasureMTUMVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.09%0.41%

5 years, per year+8.0%+10.6%

3 years, per year+24.4%+22.9%

Worst drop · 1Y−27.3%−15.1%

Volatility · 1Y29.6%19.1%

4–2measures won
VUG first

23.9%

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$59.7B

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%

$120BAssets$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: MTUM, VUG

Today

23.9%most shared, MTUM and VUG

MTUMVUG

MTUM—23.9%

VUG23.9%—

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

Income After Fees on $10,000

$194most kept, MTUM

MTUM$209 − $15 = $194

VUG$41 − $3 = $38

KeptFee

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