SOVF vs VUG

ASOVF

BVUG

Measures won3–2SOVF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.72%SOVF · $72 on $10k

Smallest drop−13.8%SOVF · worst fall in 1Y

Held in common1.7%SOVF and VUG

SOVF

VUG

Sovereign's Capital Flourish Fund · $92MVanguard Morningstar Growth ETF · $233B

+9.7%3 years · per year$13,189 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.72%12-mo yield$72 · $42 on $10k0.42%

−13.8%Worst dropSmaller wins−15.1%

14.9%VolatilityLower wins19.0%

3–2SOVF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOVF · VUG

1.3%ANET0.6%

0.7%NOW0.4%

0.5%ORLY0.2%

0.7%FAST0.2%

Held in common1.7%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOVF vs VUG

SOVF

Sovereign's Capital Flourish Fund

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureSOVFVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.72%0.42%

5 years, per year[…]+10.0%

3 years, per year+9.7%+22.6%

Worst drop · 1Y−13.8%−15.1%

Volatility · 1Y14.9%19.0%

3–2measures won
SOVF first

1.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SOVF, VUG

Today

1.7%most shared, SOVF and VUG

SOVFVUG

SOVF—1.7%

VUG1.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

SOVF$72 − $75 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee