QVAL vs VUG

AQVAL

BVUG

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%QVAL · $135 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common0.3%QVAL and VUG

QVAL

VUG

Alpha Architect U.S. Quantitative Value ETF · $735MVanguard Morningstar Growth ETF · $233B

+25.0%3 years · per year$19,526 · $19,712+25.4%

+15.1%5 years · per year$20,186 · $17,153+11.4%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

1.35%12-mo yield$135 · $40 on $10k0.40%

−6.3%Worst dropSmaller wins−16.1%

14.0%VolatilityLower wins18.2%

4–2QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · VUG

1.7%BKNG0.3%

Held in common0.3%

End-of-day Nov 4, 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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVAL vs VUG

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

VUG

Vanguard Morningstar Growth

$17,153

MeasureQVALVUG

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.35%0.40%

5 years, per year+15.1%+11.4%

3 years, per year+25.0%+25.4%

Worst drop · 1Y−6.3%−16.1%

Volatility · 1Y14.0%18.2%

4–2measures won
QVAL first

0.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QVAL, VUG

Today

0.3%most shared, QVAL and VUG

QVALVUG

QVAL—0.3%

VUG0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, QVAL

QVAL$135 − $28 = $107

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee