SPTM vs VUG

ASPTM

BVUG

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · VUG $17,153

Lowest cost0.03%SPTM · $3 on $10k

Most income1.06%SPTM · $106 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common51.2%SPTM and VUG

SPTM

VUG

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BVanguard Morningstar Growth ETF · $233B

+23.8%3 years · per year$18,972 · $19,712+25.4%

+12.3%5 years · per year$17,822 · $17,153+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $40 on $10k0.40%

−8.7%Worst dropSmaller wins−16.1%

12.8%VolatilityLower wins18.2%

4–1SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · VUG

7.1%NVDA13.5%

6.9%AAPL12.5%

5.5%MSFT9.7%

3.5%AMZN4.3%

Held in common51.2%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

SPTM vs VUG

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

VUG

Vanguard Morningstar Growth

$17,153

MeasureSPTMVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.06%0.40%

5 years, per year+12.3%+11.4%

3 years, per year+23.8%+25.4%

Worst drop · 1Y−8.7%−16.1%

Volatility · 1Y12.8%18.2%

4–1measures won
SPTM first

51.2%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPTM, VUG

Today

51.2%most shared, SPTM and VUG

SPTMVUG

SPTM—51.2%

VUG51.2%—

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

VUG$40 − $3 = $37

KeptFee

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