SHE vs VUG

ASHE

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SHE $14,770

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%SHE · $119 on $10k

Smallest drop−8.6%SHE · worst fall in 1Y

Held in common24.1%SHE and VUG

SHE

VUG

State Street SPDR MSCI USA Gender Diversity ETF · $344MVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,184 · $18,532+22.8%

+8.1%5 years · per year$14,770 · $16,052+9.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $43 on $10k0.43%

−8.6%Worst dropSmaller wins−15.1%

14.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · VUG

5.3%MSFT9.7%

4.2%NVDA13.5%

4.8%AMD2.7%

2.0%INTC1.5%

Held in common24.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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

SHE vs VUG

SHE

SPDR MSCI USA Gender Diversity

$14,770

VUG

Vanguard Morningstar Growth

$16,052

MeasureSHEVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.19%0.43%

5 years, per year+8.1%+9.9%

3 years, per year+22.1%+22.8%

Worst drop · 1Y−8.6%−15.1%

Volatility · 1Y14.9%19.0%

3–3measures won
level

24.1%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SHE, VUG

Today

24.1%most shared, SHE and VUG

SHEVUG

SHE—24.1%

VUG24.1%—

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

Income After Fees on $10,000

$99most kept, SHE

SHE$119 − $20 = $99

VUG$43 − $3 = $40

KeptFee

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