RSSL vs MEDI

ARSSL

BMEDI

Measures won4–0RSSL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.38%RSSL · $138 on $10k

Smallest drop−11.1%RSSL · worst fall in 1Y

Held in common4.0%RSSL and MEDI

RSSL

MEDI

Global X - Russell 2000 ETF · $1.5BHarbor Health Care ETF (MEDI) · $47M

[…]3 years · per year[…] · $16,831+19.0%

[…]5 years · per year[…]

0.08%Expense ratio$8 · $80 on $10k · lower wins0.80%

1.38%12-mo yield$138 · $22 on $10k0.22%

−11.1%Worst dropSmaller wins−15.2%

18.8%VolatilityLower wins20.9%

4–0RSSL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSSL · MEDI

0.5%GKOS1.3%

0.4%BTSG0.5%

0.3%HQY1.7%

0.3%PCVX3.6%

Held in common4.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.38%	−4.9%	+10.6%	+13.4%	new	new	−11.1%	$1.5B
3	BMEDI	Harbor Health Care ETF (MEDI)Read Desk	0.80%	0.22%	−2.5%	+10.8%	+15.8%	+19.0%	new	−15.2%	$47M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.38%	−4.9%	+10.6%	+13.4%	new	new	−11.1%	$1.5B
3	BMEDI	Harbor Health Care ETF (MEDI)Read Desk	0.80%	0.22%	−2.5%	+10.8%	+15.8%	+19.0%	new	−15.2%	$47M

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

RSSL vs MEDI

RSSL

Global X - Russell 2000

[…]

MEDI

Harbor Health Care ETF (MEDI)

[…]

MeasureRSSLMEDI

Fee0.08%0.80%

Cost on $10k a year$8$80

Yield1.38%0.22%

5 years, per year[…][…]

3 years, per year[…]+19.0%

Worst drop · 1Y−11.1%−15.2%

Volatility · 1Y18.8%20.9%

4–0measures won
RSSL first

4.0%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSSL, MEDI, VUG

Today

4.0%most shared, RSSL and MEDI

RSSLMEDIVUG

RSSL—4.0%0.0%

MEDI4.0%—3.6%

VUG0.0%3.6%—

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

Income After Fees on $10,000

$130most kept, RSSL

RSSL$138 − $8 = $130

VUG$43 − $3 = $40

MEDI$22 − $80 = −$58

KeptFee

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