RWJ vs VUG

ARWJ

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · RWJ $15,470

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%RWJ · $111 on $10k

Smallest drop−11.3%RWJ · worst fall in 1Y

Held in common0.0%RWJ and VUG

RWJ

VUG

Invesco S&P SmallCap 600 Revenue ETF · $2.1BVanguard Morningstar Growth ETF · $233B

+21.1%3 years · per year$17,778 · $18,532+22.8%

+9.1%5 years · per year$15,470 · $16,052+9.9%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $43 on $10k0.43%

−11.3%Worst dropSmaller wins−15.1%

17.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWJ · VUG

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.11%	−3.3%	+21.0%	+25.6%	+21.1%	+9.1%	−11.3%	$2.1B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.11%	−3.3%	+21.0%	+25.6%	+21.1%	+9.1%	−11.3%	$2.1B

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

RWJ vs VUG

RWJ

Invesco S&P SmallCap 600 Revenue

$15,470

VUG

Vanguard Morningstar Growth

$16,052

MeasureRWJVUG

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.11%0.43%

5 years, per year+9.1%+9.9%

3 years, per year+21.1%+22.8%

Worst drop · 1Y−11.3%−15.1%

Volatility · 1Y17.4%19.0%

3–3measures won
level

0.0%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RWJ, VUG

Today

0.0%most shared, RWJ and VUG

RWJVUG

RWJ—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$72most kept, RWJ

RWJ$111 − $39 = $72

VUG$43 − $3 = $40

KeptFee

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