MVAL vs VUG

AMVAL

BVUG

Measures won3–1MVAL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%MVAL · $154 on $10k

Smallest drop−12.2%MVAL · worst fall in 1Y

Held in common8.2%MVAL and VUG

MVAL

VUG

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

1.54%12-mo yield$154 · $43 on $10k0.43%

−12.2%Worst dropSmaller wins−15.1%

15.1%VolatilityLower wins19.0%

3–1MVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · VUG

3.8%MSFT9.7%

2.7%META4.2%

0.8%GOOGL5.2%

1.4%TXN0.4%

Held in common8.2%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

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

Cards for this view

MVAL vs VUG

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureMVALVUG

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.54%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−12.2%−15.1%

Volatility · 1Y15.1%19.0%

3–1measures won
MVAL first

8.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MVAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

MVALVUGIWF

MVAL—8.2%9.2%

VUG8.2%—78.0%

IWF9.2%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, MVAL

MVAL$154 − $50 = $104

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee