ONEY vs VUG

AONEY

BVUG

Measures won4–2ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,469ONEY · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.79%ONEY · $279 on $10k

Smallest drop−9.1%ONEY · worst fall in 1Y

Held in common0.2%ONEY and VUG

ONEY

VUG

State Street SPDR Russell 1000 Yield Focus ETF · $671MVanguard Morningstar Growth ETF · $233B

+19.7%3 years · per year$17,132 · $18,532+22.8%

+10.5%5 years · per year$16,469 · $16,052+9.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.79%12-mo yield$279 · $43 on $10k0.43%

−9.1%Worst dropSmaller wins−15.1%

12.8%VolatilityLower wins19.0%

4–2ONEY wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · VUG

0.4%RMD0.1%

0.2%LVS0.0%

0.3%SBAC0.0%

0.1%TKO0.0%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

ONEY vs VUG

ONEY

SPDR Russell 1000 Yield Focus

$16,469

VUG

Vanguard Morningstar Growth

$16,052

MeasureONEYVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.79%0.43%

5 years, per year+10.5%+9.9%

3 years, per year+19.7%+22.8%

Worst drop · 1Y−9.1%−15.1%

Volatility · 1Y12.8%19.0%

4–2measures won
ONEY first

0.2%

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: ONEY, VUG

Today

0.2%most shared, ONEY and VUG

ONEYVUG

ONEY—0.2%

VUG0.2%—

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

VUG$43 − $3 = $40

KeptFee

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