RFV vs VUG

ARFV

BVUG

Measures won4–2RFV wins · of 6 · 5Y

$10,000 · 5Y$16,620RFV · VUG $16,124

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 · $345MVanguard Morningstar Growth ETF · $233B

+17.0%3 years · per year$16,023 · $18,415+22.6%

+10.7%5 years · per year$16,620 · $16,124+10.0%

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

1.67%12-mo yield$167 · $42 on $10k0.42%

−12.5%Worst dropSmaller wins−15.1%

15.9%VolatilityLower wins19.0%

4–2RFV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFV · VUG

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

Held in common0.0%

End-of-day Nov 6, 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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk	0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$16,620

VUG

Vanguard Morningstar Growth

$16,124

MeasureRFVVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.67%0.42%

5 years, per year+10.7%+10.0%

3 years, per year+17.0%+22.6%

Worst drop · 1Y−12.5%−15.1%

Volatility · 1Y15.9%19.0%

4–2measures won
RFV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RFV, VUG, IWF

Today

78.0%most shared, VUG and IWF

RFVVUGIWF

RFV—0.0%0.1%

VUG0.0%—78.0%

IWF0.1%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee