RWLC vs VUG

ARWLC

BVUG

Measures won4–1RWLC wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income13.11%RWLC · $1,311 on $10k

Smallest drop−9.3%RWLC · worst fall in 1Y

Held in common43.2%RWLC and VUG

RWLC

VUG

Rayliant NxtGen Multifactor US Equity ETF · $101MVanguard Morningstar Growth ETF · $233B

+24.3%3 years · per year$19,220 · $18,415+22.6%

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

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

13.11%12-mo yield$1,311 · $42 on $10k0.42%

−9.3%Worst dropSmaller wins−15.1%

15.3%VolatilityLower wins19.0%

4–1RWLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWLC · VUG

9.8%AAPL12.5%

5.5%NVDA13.5%

4.2%MSFT9.7%

2.9%GOOGL5.2%

Held in common43.2%

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk	0.32%	13.11%	+0.2%	+12.0%	+14.1%	+24.3%	new	−9.3%	$101M

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk	0.32%	13.11%	+0.2%	+12.0%	+14.1%	+24.3%	new	−9.3%	$101M

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

RWLC vs VUG

RWLC

Rayliant NxtGen Multifactor US Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureRWLCVUG

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield13.11%0.42%

5 years, per year[…]+10.0%

3 years, per year+24.3%+22.6%

Worst drop · 1Y−9.3%−15.1%

Volatility · 1Y15.3%19.0%

4–1measures won
RWLC first

43.2%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RWLC, VUG, IWF

Today

78.0%most shared, VUG and IWF

RWLCVUGIWF

RWLC—43.2%43.3%

VUG43.2%—78.0%

IWF43.3%78.0%—

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

Income After Fees on $10,000

$1,279most kept, RWLC

RWLC$1,311 − $32 = $1,279

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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