RUNN vs VUG

ARUNN

BVUG

Measures won3–2RUNN wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.53%RUNN · $53 on $10k

Smallest drop−10.3%RUNN · worst fall in 1Y

Held in common1.8%RUNN and VUG

RUNN

VUG

Running Oak Efficient Growth ETF · $411MVanguard Morningstar Growth ETF · $233B

+12.3%3 years · per year$14,178 · $18,415+22.6%

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

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

0.53%12-mo yield$53 · $42 on $10k0.42%

−10.3%Worst dropSmaller wins−15.1%

14.4%VolatilityLower wins19.0%

3–2RUNN wins

$10,000 · 5 yearsOne scale

Shared top holdingsRUNN · VUG

1.3%GOOG4.1%

1.2%NOW0.4%

1.7%RMD0.1%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
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	ARUNN	Running Oak Efficient Growth ETFRead Desk		0.58%	0.53%	−0.8%	+5.2%	+6.9%	+12.3%	new	−10.3%	$411M

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

Both

5Y2 funds

#			Trend
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	ARUNN	Running Oak Efficient Growth ETFRead Desk		0.58%	0.53%	−0.8%	+5.2%	+6.9%	+12.3%	new	−10.3%	$411M

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

RUNN vs VUG

RUNN

Running Oak Efficient Growth

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureRUNNVUG

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield0.53%0.42%

5 years, per year[…]+10.0%

3 years, per year+12.3%+22.6%

Worst drop · 1Y−10.3%−15.1%

Volatility · 1Y14.4%19.0%

3–2measures won
RUNN first

1.8%

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: RUNN, VUG

Today

1.8%most shared, RUNN and VUG

RUNNVUG

RUNN—1.8%

VUG1.8%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

RUNN$53 − $58 = −$5

KeptFee

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