REGL vs VUG

AREGL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income2.12%REGL · $212 on $10k

Smallest drop−9.7%REGL · worst fall in 1Y

Held in common0.0%REGL and VUG

REGL

VUG

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BVanguard Morningstar Growth ETF · $233B

+15.0%3 years · per year$15,226 · $18,569+22.9%

+8.1%5 years · per year$14,730 · $16,565+10.6%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

2.12%12-mo yield$212 · $41 on $10k0.41%

−9.7%Worst dropSmaller wins−15.1%

13.0%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.12%	+1.9%	+13.3%	+17.4%	+15.0%	+8.1%	−9.7%	$1.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.12%	+1.9%	+13.3%	+17.4%	+15.0%	+8.1%	−9.7%	$1.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REGL vs VUG

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,730

VUG

Vanguard Morningstar Growth

$16,565

MeasureREGLVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield2.12%0.41%

5 years, per year+8.1%+10.6%

3 years, per year+15.0%+22.9%

Worst drop · 1Y−9.7%−15.1%

Volatility · 1Y13.0%19.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: REGL, VUG, IWF

Today

78.1%most shared, VUG and IWF

REGLVUGIWF

REGL—0.0%0.0%

VUG0.0%—78.1%

IWF0.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, REGL

REGL$212 − $40 = $172

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee