ONEY vs VUG

AONEY

BVUG

Measures won4–2ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,321ONEY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.83%ONEY · $283 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 · $679MVanguard Morningstar Growth ETF · $233B

+19.0%3 years · per year$16,835 · $18,415+22.6%

+10.3%5 years · per year$16,321 · $16,124+10.0%

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

2.83%12-mo yield$283 · $42 on $10k0.42%

−9.1%Worst dropSmaller wins−15.1%

12.9%VolatilityLower wins19.0%

4–2ONEY wins

$10,000 · 5 yearsAll three, one 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 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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

ONEY vs VUG

ONEY

SPDR Russell 1000 Yield Focus

$16,321

VUG

Vanguard Morningstar Growth

$16,124

MeasureONEYVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.83%0.42%

5 years, per year+10.3%+10.0%

3 years, per year+19.0%+22.6%

Worst drop · 1Y−9.1%−15.1%

Volatility · 1Y12.9%19.0%

4–2measures won
ONEY first

0.2%

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: ONEY, VUG, IWF

Today

78.0%most shared, VUG and IWF

ONEYVUGIWF

ONEY—0.2%1.1%

VUG0.2%—78.0%

IWF1.1%78.0%—

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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