SPD vs VUG

ASPD

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SPD $13,289

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%SPD · $126 on $10k

Smallest drop−10.4%SPD · worst fall in 1Y

Held in common0.0%SPD and VUG

SPD

VUG

Simplify US Equity PLUS Downside Convexity ETF · $78MVanguard Morningstar Growth ETF · $233B

+17.1%3 years · per year$16,052 · $18,532+22.8%

+5.9%5 years · per year$13,289 · $16,052+9.9%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.26%12-mo yield$126 · $43 on $10k0.43%

−10.4%Worst dropSmaller wins−15.1%

14.3%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPD · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.26%	−3.9%	+2.1%	+1.2%	+17.1%	+5.9%	−10.4%	$78M

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	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.26%	−3.9%	+2.1%	+1.2%	+17.1%	+5.9%	−10.4%	$78M

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

SPD vs VUG

SPD

Simplify US Equity PLUS Downside Convexity

$13,289

VUG

Vanguard Morningstar Growth

$16,052

MeasureSPDVUG

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.26%0.43%

5 years, per year+5.9%+9.9%

3 years, per year+17.1%+22.8%

Worst drop · 1Y−10.4%−15.1%

Volatility · 1Y14.3%19.0%

3–3measures won
level

0.0%

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: SPD, VUG

Today

0.0%most shared, SPD and VUG

SPDVUG

SPD—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$73most kept, SPD

SPD$126 − $53 = $73

VUG$43 − $3 = $40

KeptFee

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