SCHG vs VV

ASCHG

BVV

Measures won2–4VV wins · of 6 · 5Y

$10,000 · 5Y$17,712SCHG · VV $17,405

Lowest cost0.03%VV · $3 on $10k

Most income1.04%VV · $104 on $10k

Smallest drop−9.2%VV · worst fall in 1Y

Held in common60.5%SCHG and VV

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1BVanguard Morningstar Large-Cap ETF · $54.1B

+25.4%3 years · per year$19,730 · $19,187+24.3%

+12.1%5 years · per year$17,712 · $17,405+11.7%

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

0.41%12-mo yield$41 · $104 on $10k1.04%

−16.0%Worst dropSmaller wins−9.2%

16.9%VolatilityLower wins12.9%

2–4VV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHG · VV

11.9%NVDA8.1%

12.0%AAPL7.5%

9.1%MSFT5.9%

5.8%AMZN3.7%

Held in common60.5%

End-of-day Nov 3, 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%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B

End-of-day Nov 3, 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%	+0.9%	+5.5%	+3.2%	+25.4%	+12.1%	−16.0%	$61.1B
2	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B

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

Cards for this view

SCHG vs VV

SCHG

Schwab U.S. Large-Cap Growth

$17,712

Vanguard Morningstar Large-Cap

$17,405

MeasureSCHGVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield0.41%1.04%

5 years, per year+12.1%+11.7%

3 years, per year+25.4%+24.3%

Worst drop · 1Y−16.0%−9.2%

Volatility · 1Y16.9%12.9%

4–2measures won
VV first

60.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCHG, VV

Today

60.5%most shared, SCHG and VV

SCHGVV

SCHG—60.5%

VV60.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, VV

VV$104 − $3 = $101

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee