ROE vs VUG

AROE

BVUG

Measures won4–1ROE wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%ROE · $88 on $10k

Smallest drop−8.7%ROE · worst fall in 1Y

Held in common21.3%ROE and VUG

ROE

VUG

Astoria US Equal Weight Quality Kings ETF · $243MVanguard Morningstar Growth ETF · $233B

+23.4%3 years · per year$18,790 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $42 on $10k0.42%

−8.7%Worst dropSmaller wins−15.1%

15.7%VolatilityLower wins19.0%

4–1ROE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROE · VUG

1.2%LLY2.6%

1.2%V1.6%

1.1%MSFT9.7%

1.1%AMZN4.3%

Held in common21.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.88%	+0.5%	+17.5%	+19.0%	+23.4%	new	−8.7%	$243M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.88%	+0.5%	+17.5%	+19.0%	+23.4%	new	−8.7%	$243M

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

ROE vs VUG

ROE

Astoria US Equal Weight Quality Kings

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureROEVUG

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.88%0.42%

5 years, per year[…]+10.0%

3 years, per year+23.4%+22.6%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y15.7%19.0%

4–1measures won
ROE first

21.3%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ROE, VUG, IWF

Today

78.0%most shared, VUG and IWF

ROEVUGIWF

ROE—21.3%22.8%

VUG21.3%—78.0%

IWF22.8%78.0%—

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

Income After Fees on $10,000

$39most kept, ROE

ROE$88 − $49 = $39

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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