PBUS vs VUG

APBUS

BVUG

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$16,807PBUS · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%PBUS · $105 on $10k

Smallest drop−9.0%PBUS · worst fall in 1Y

Held in common54.7%PBUS and VUG

PBUS

VUG

Invesco MSCI USA ETF · $10.2BVanguard Morningstar Growth ETF · $233B

+21.9%3 years · per year$18,100 · $18,415+22.6%

+10.9%5 years · per year$16,807 · $16,124+10.0%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $42 on $10k0.42%

−9.0%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins19.0%

4–2PBUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · VUG

8.0%AAPL12.5%

6.6%NVDA13.5%

6.0%MSFT9.7%

4.0%AMZN4.3%

Held in common54.7%

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	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.2B
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	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.2B
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

PBUS vs VUG

PBUS

Invesco MSCI USA

$16,807

VUG

Vanguard Morningstar Growth

$16,124

MeasurePBUSVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.05%0.42%

5 years, per year+10.9%+10.0%

3 years, per year+21.9%+22.6%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y13.8%19.0%

4–2measures won
PBUS first

54.7%

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: PBUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

PBUSVUGIWF

PBUS—54.7%56.1%

VUG54.7%—78.0%

IWF56.1%78.0%—

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

Income After Fees on $10,000

$101most kept, PBUS

PBUS$105 − $4 = $101

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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