SOVF vs VUG5YSOVFSOVFAvsBVUGVUGSovereign's Capital Flourish Fund · $90MVanguard Morningstar Growth ETF · $233BReturns · dividends in+9.3%3 years · per year$13,042 · $17,979+21.6%[…]5 years · per year[…] · $16,151+10.1%Cost and income0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%0.71%12-mo yield$71 · $41 on $10k
Overlap: SOVF, VUG, IWFToday77.8%most shared, VUG and IWFSOVFVUGIWFSOVF—1.7%1.8%VUG1.7%—77.8%IWF1.8%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SOVF vs VUG5YASOVFSovereign's Capital Flourish Fund[…]vsVUGBVanguard Morningstar Growth$16,151MeasureSOVFVUGFee0.75%0.03%Cost on $10k a year$75$3Yield0.71%0.41%5 years, per year[…]+10.1%3 years, per year+9.3%+21.6%Worst drop · 1Y−13.8%−15.1%Volatility · 1Y14.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ASOVFSovereign's Capital Flourish FundReadDesk0.75%0.71%+0.3%+9.6%+13.9%+9.3%new−13.8%$90MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3ASOVFSovereign's Capital Flourish FundReadDesk0.75%0.71%+0.3%+9.6%+13.9%+9.3%new−13.8%$90MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SOVF, VUG, IWFToday77.8%most shared, VUG and IWFSOVFVUGIWFSOVF—1.7%1.8%VUG1.7%—77.8%IWF1.8%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$38most kept, VUGVUG$41 − $3 = $38IWF$38 − $18 = $20SOVF$71 − $75 = −$4KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee