RWL vs VUG

ARWL

BVUG

Measures won4–2RWL wins · of 6 · 5Y

$10,000 · 5Y$18,809RWL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%RWL · $120 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common22.5%RWL and VUG

RWL

VUG

Invesco S&P 500 Revenue ETF · $10.4BVanguard Morningstar Growth ETF · $233B

+22.4%3 years · per year$18,344 · $18,532+22.8%

+13.5%5 years · per year$18,809 · $16,052+9.9%

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

1.20%12-mo yield$120 · $43 on $10k0.43%

−6.6%Worst dropSmaller wins−15.1%

10.3%VolatilityLower wins19.0%

4–2RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · VUG

4.0%AMZN4.3%

2.5%AAPL12.5%

1.8%MSFT9.7%

1.3%NVDA13.5%

Held in common22.5%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

RWL vs VUG

RWL

Invesco S&P 500 Revenue

$18,809

VUG

Vanguard Morningstar Growth

$16,052

MeasureRWLVUG

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.20%0.43%

5 years, per year+13.5%+9.9%

3 years, per year+22.4%+22.8%

Worst drop · 1Y−6.6%−15.1%

Volatility · 1Y10.3%19.0%

4–2measures won
RWL first

22.5%

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: RWL, VUG

Today

22.5%most shared, RWL and VUG

RWLVUG

RWL—22.5%

VUG22.5%—

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

Income After Fees on $10,000

$81most kept, RWL

RWL$120 − $39 = $81

VUG$43 − $3 = $40

KeptFee

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