ROUS vs VUG

AROUS

BVUG

Measures won4–2ROUS wins · of 6 · 5Y

$10,000 · 5Y$17,412ROUS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%ROUS · $131 on $10k

Smallest drop−6.0%ROUS · worst fall in 1Y

Held in common20.9%ROUS and VUG

ROUS

VUG

Hartford Multifactor US Equity ETF · $760MVanguard Morningstar Growth ETF · $233B

+20.7%3 years · per year$17,589 · $18,569+22.9%

+11.7%5 years · per year$17,412 · $16,565+10.6%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $41 on $10k0.41%

−6.0%Worst dropSmaller wins−15.1%

12.1%VolatilityLower wins19.1%

4–2ROUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsROUS · VUG

1.5%AAPL12.5%

1.3%MSFT9.7%

1.0%GOOGL5.2%

1.0%NVDA13.5%

Held in common20.9%

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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.31%	+2.1%	+18.1%	+20.1%	+20.7%	+11.7%	−6.0%	$760M
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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.31%	+2.1%	+18.1%	+20.1%	+20.7%	+11.7%	−6.0%	$760M
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

ROUS vs VUG

ROUS

Hartford Multifactor US Equity

$17,412

VUG

Vanguard Morningstar Growth

$16,565

MeasureROUSVUG

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.31%0.41%

5 years, per year+11.7%+10.6%

3 years, per year+20.7%+22.9%

Worst drop · 1Y−6.0%−15.1%

Volatility · 1Y12.1%19.1%

4–2measures won
ROUS first

20.9%

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: ROUS, VUG

Today

20.9%most shared, ROUS and VUG

ROUSVUG

ROUS—20.9%

VUG20.9%—

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

Income After Fees on $10,000

$112most kept, ROUS

ROUS$131 − $19 = $112

VUG$41 − $3 = $38

KeptFee

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