NUGO vs VUG

ANUGO

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · NUGO $15,060

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

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

Held in common63.9%NUGO and VUG

NUGO

VUG

Nuveen Growth Opportunities · $2.1BVanguard Morningstar Growth ETF · $233B

+20.4%3 years · per year$17,446 · $18,415+22.6%

+8.5%5 years · per year$15,060 · $16,124+10.0%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $42 on $10k0.42%

−15.6%Worst dropSmaller wins−15.1%

21.8%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUGO · VUG

14.2%NVDA13.5%

8.6%MSFT9.7%

8.4%AAPL12.5%

9.2%GOOGL5.2%

Held in common63.9%

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

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	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.1B

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	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.1B

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

NUGO vs VUG

NUGO

Nuveen Growth Opportunities

$15,060

VUG

Vanguard Morningstar Growth

$16,124

MeasureNUGOVUG

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.00%0.42%

5 years, per year+8.5%+10.0%

3 years, per year+20.4%+22.6%

Worst drop · 1Y−15.6%−15.1%

Volatility · 1Y21.8%19.0%

6–0measures won
VUG first

63.9%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NUGO, VUG

Today

63.9%most shared, NUGO and VUG

NUGOVUG

NUGO—63.9%

VUG63.9%—

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

NUGO$0 − $49 = −$49

KeptFee

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