RAFE vs VUG

ARAFE

BVUG

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,342RAFE · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common21.9%RAFE and VUG

RAFE

VUG

PIMCO RAFI ESG U.S. ETF · $174MVanguard Morningstar Growth ETF · $233B

+23.1%3 years · per year$18,652 · $18,532+22.8%

+11.6%5 years · per year$17,342 · $16,052+9.9%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $43 on $10k0.43%

−7.5%Worst dropSmaller wins−15.1%

12.0%VolatilityLower wins19.0%

5–1RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · VUG

5.4%AAPL12.5%

5.4%MSFT9.7%

1.3%NVDA13.5%

1.0%V1.6%

Held in common21.9%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
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

RAFE vs VUG

RAFE

PIMCO RAFI ESG U.S.

$17,342

VUG

Vanguard Morningstar Growth

$16,052

MeasureRAFEVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.47%0.43%

5 years, per year+11.6%+9.9%

3 years, per year+23.1%+22.8%

Worst drop · 1Y−7.5%−15.1%

Volatility · 1Y12.0%19.0%

5–1measures won
RAFE first

21.9%

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: RAFE, VUG

Today

21.9%most shared, RAFE and VUG

RAFEVUG

RAFE—21.9%

VUG21.9%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

VUG$43 − $3 = $40

KeptFee

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