PY vs VUG

APY

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · PY $15,177

Lowest cost0.03%VUG · $3 on $10k

Most income1.68%PY · $168 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common19.7%PY and VUG

VUG

Principal Value ETF · $249MVanguard Morningstar Growth ETF · $233B

+17.9%3 years · per year$16,401 · $18,532+22.8%

+8.7%5 years · per year$15,177 · $16,052+9.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.68%12-mo yield$168 · $43 on $10k0.43%

−6.2%Worst dropSmaller wins−15.1%

10.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPY · VUG

9.1%AAPL12.5%

3.4%AMZN4.3%

1.9%V1.6%

1.4%MA1.2%

Held in common19.7%

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	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	APY	Principal Value ETFRead Desk		0.15%	1.68%	−2.5%	+12.5%	+15.5%	+17.9%	+8.7%	−6.2%	$249M

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	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	APY	Principal Value ETFRead Desk		0.15%	1.68%	−2.5%	+12.5%	+15.5%	+17.9%	+8.7%	−6.2%	$249M

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

PY vs VUG

Principal Value

$15,177

VUG

Vanguard Morningstar Growth

$16,052

MeasurePYVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.68%0.43%

5 years, per year+8.7%+9.9%

3 years, per year+17.9%+22.8%

Worst drop · 1Y−6.2%−15.1%

Volatility · 1Y10.7%19.0%

3–3measures won
level

19.7%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PY, VUG

Today

19.7%most shared, PY and VUG

PYVUG

PY—19.7%

VUG19.7%—

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

Income After Fees on $10,000

$153most kept, PY

PY$168 − $15 = $153

VUG$43 − $3 = $40

KeptFee

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