SIZE vs VUG

ASIZE

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SIZE $14,800

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common18.2%SIZE and VUG

SIZE

VUG

iShares MSCI USA Size Factor ETF · $434MVanguard Morningstar Growth ETF · $233B

+20.0%3 years · per year$17,299 · $19,712+25.4%

+8.2%5 years · per year$14,800 · $17,153+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $40 on $10k0.40%

−8.0%Worst dropSmaller wins−16.1%

12.7%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · VUG

0.3%SNOW0.3%

0.3%CRWD0.7%

0.3%PANW0.9%

0.2%APH0.6%

Held in common18.2%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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

SIZE vs VUG

SIZE

iShares MSCI USA Size Factor

$14,800

VUG

Vanguard Morningstar Growth

$17,153

MeasureSIZEVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.34%0.40%

5 years, per year+8.2%+11.4%

3 years, per year+20.0%+25.4%

Worst drop · 1Y−8.0%−16.1%

Volatility · 1Y12.7%18.2%

3–3measures won
level

18.2%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SIZE, VUG

Today

18.2%most shared, SIZE and VUG

SIZEVUG

SIZE—18.2%

VUG18.2%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

VUG$40 − $3 = $37

KeptFee

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