SCHA vs VUG

ASCHA

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SCHA $14,025

Lowest cost0.03%SCHA · $3 on $10k

Most income1.10%SCHA · $110 on $10k

Smallest drop−11.2%SCHA · worst fall in 1Y

Held in common0.1%SCHA and VUG

SCHA

VUG

Schwab U.S. Small-Cap ETF · $22.4BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,236 · $19,712+25.4%

+7.0%5 years · per year$14,025 · $17,153+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $40 on $10k0.40%

−11.2%Worst dropSmaller wins−16.1%

18.6%VolatilityLower wins18.2%

2–3VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · VUG

0.1%SYM0.0%

0.2%VG0.0%

Held in common0.1%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHA vs VUG

SCHA

Schwab U.S. Small-Cap

$14,025

VUG

Vanguard Morningstar Growth

$17,153

MeasureSCHAVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.10%0.40%

5 years, per year+7.0%+11.4%

3 years, per year+22.2%+25.4%

Worst drop · 1Y−11.2%−16.1%

Volatility · 1Y18.6%18.2%

3–2measures won
VUG first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHA, VUG

Today

0.1%most shared, SCHA and VUG

SCHAVUG

SCHA—0.1%

VUG0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee