MVAL vs VO

AMVAL

BVO

Measures won1–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common1.9%MVAL and VO

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.56%12-mo yield$156 · $139 on $10k1.39%

−12.2%Worst dropSmaller wins−8.2%

15.1%VolatilityLower wins12.9%

1–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · VO

4.0%NKE0.4%

5.2%GEHC0.3%

2.6%ZTS0.3%

3.1%OTIS0.2%

Held in common1.9%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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

MVAL vs VO

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureMVALVO

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.56%1.39%

5 years, per year[…]+6.3%

3 years, per year[…]+18.6%

Worst drop · 1Y−12.2%−8.2%

Volatility · 1Y15.1%12.9%

3–1measures won
VO first

1.9%

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: MVAL, VO, VUG

Today

10.2%most shared, VO and VUG

MVALVOVUG

MVAL—1.9%8.1%

VO1.9%—10.2%

VUG8.1%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

MVAL$156 − $50 = $106

VUG$42 − $3 = $39

KeptFee

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