RFV vs VUG

ARFV

BVUG

Measures won4–2RFV wins · of 6 · 5Y

$10,000 · 5Y$16,640RFV · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.67%RFV · $167 on $10k

Smallest drop−12.5%RFV · worst fall in 1Y

Held in common0.0%RFV and VUG

RFV

VUG

Invesco S&P MidCap 400 Pure Value ETF · $342MVanguard Morningstar Growth ETF · $233B

+17.4%3 years · per year$16,187 · $18,532+22.8%

+10.7%5 years · per year$16,640 · $16,052+9.9%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.67%12-mo yield$167 · $43 on $10k0.43%

−12.5%Worst dropSmaller wins−15.1%

15.9%VolatilityLower wins19.0%

4–2RFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · VUG

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

Held in common0.0%

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−4.0%	+13.5%	+16.8%	+17.4%	+10.7%	−12.5%	$342M
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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−4.0%	+13.5%	+16.8%	+17.4%	+10.7%	−12.5%	$342M
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

RFV vs VUG

RFV

Invesco S&P MidCap 400 Pure Value

$16,640

VUG

Vanguard Morningstar Growth

$16,052

MeasureRFVVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.67%0.43%

5 years, per year+10.7%+9.9%

3 years, per year+17.4%+22.8%

Worst drop · 1Y−12.5%−15.1%

Volatility · 1Y15.9%19.0%

4–2measures won
RFV first

0.0%

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: RFV, VUG

Today

0.0%most shared, RFV and VUG

RFVVUG

RFV—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

VUG$43 − $3 = $40

KeptFee

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