SCHG vs VUG

ASCHG

BVUG

Measures won4–1SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,291SCHG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−15.0%SCHG · worst fall in 1Y

Held in common79.8%SCHG and VUG

SCHG

VUG

Schwab U.S. Large-Cap Growth ETF · $59.7BVanguard Morningstar Growth ETF · $233B

+23.1%3 years · per year$18,633 · $18,569+22.9%

+11.6%5 years · per year$17,291 · $16,565+10.6%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

0.41%12-mo yield$41 · $41 on $10k0.41%

−15.0%Worst dropSmaller wins−15.1%

17.9%VolatilityLower wins19.1%

4–1SCHG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · VUG

12.4%AAPL12.5%

11.2%NVDA13.5%

9.8%MSFT9.7%

6.3%AMZN4.3%

Held in common79.8%

End-of-day Nov 9, 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	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+2.8%	+4.8%	+5.5%	+23.1%	+11.6%	−15.0%	$59.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.41%	+2.8%	+4.8%	+5.5%	+23.1%	+11.6%	−15.0%	$59.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHG vs VUG

SCHG

Schwab U.S. Large-Cap Growth

$17,291

VUG

Vanguard Morningstar Growth

$16,565

MeasureSCHGVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield0.41%0.41%

5 years, per year+11.6%+10.6%

3 years, per year+23.1%+22.9%

Worst drop · 1Y−15.0%−15.1%

Volatility · 1Y17.9%19.1%

4–1measures won
SCHG first

79.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHG, VUG

Today

79.8%most shared, SCHG and VUG

SCHGVUG

SCHG—79.8%

VUG79.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee