REVS vs VUG

AREVS

BVUG

Measures won4–2REVS wins · of 6 · 5Y

$10,000 · 5Y$18,208REVS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.73%REVS · $173 on $10k

Smallest drop−6.9%REVS · worst fall in 1Y

Held in common20.4%REVS and VUG

REVS

VUG

Columbia Research Enhanced Value ETF · $399MVanguard Morningstar Growth ETF · $233B

+22.5%3 years · per year$18,401 · $18,569+22.9%

+12.7%5 years · per year$18,209 · $16,565+10.6%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.73%12-mo yield$173 · $41 on $10k0.41%

−6.9%Worst dropSmaller wins−15.1%

12.0%VolatilityLower wins19.1%

4–2REVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · VUG

8.7%AAPL12.5%

7.7%MSFT9.7%

1.9%META4.2%

1.5%TJX0.4%

Held in common20.4%

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

Both

5Y2 funds

#			Trend
1	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

REVS vs VUG

REVS

Columbia Research Enhanced Value

$18,209

VUG

Vanguard Morningstar Growth

$16,565

MeasureREVSVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.73%0.41%

5 years, per year+12.7%+10.6%

3 years, per year+22.5%+22.9%

Worst drop · 1Y−6.9%−15.1%

Volatility · 1Y12.0%19.1%

4–2measures won
REVS first

20.4%

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$59.7B

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%

$120BAssets$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: REVS, VUG

Today

20.4%most shared, REVS and VUG

REVSVUG

REVS—20.4%

VUG20.4%—

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

Income After Fees on $10,000

$153most kept, REVS

REVS$173 − $20 = $153

VUG$41 − $3 = $38

KeptFee

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