SSPY vs VUG

ASSPY

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SSPY $15,465

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%SSPY · $119 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common16.5%SSPY and VUG

SSPY

VUG

Stratified LargeCap Index ETF · $135MVanguard Morningstar Growth ETF · $233B

+18.3%3 years · per year$16,547 · $18,532+22.8%

+9.1%5 years · per year$15,465 · $16,052+9.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $43 on $10k0.43%

−7.3%Worst dropSmaller wins−15.1%

11.2%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · VUG

1.1%MSFT9.7%

0.9%COST1.1%

0.5%AAPL12.5%

0.4%META4.2%

Held in common16.5%

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	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M

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	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M

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

SSPY vs VUG

SSPY

Stratified LargeCap Index

$15,465

VUG

Vanguard Morningstar Growth

$16,052

MeasureSSPYVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.19%0.43%

5 years, per year+9.1%+9.9%

3 years, per year+18.3%+22.8%

Worst drop · 1Y−7.3%−15.1%

Volatility · 1Y11.2%19.0%

3–3measures won
level

16.5%

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: SSPY, VUG

Today

16.5%most shared, SSPY and VUG

SSPYVUG

SSPY—16.5%

VUG16.5%—

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

Income After Fees on $10,000

$74most kept, SSPY

SSPY$119 − $45 = $74

VUG$43 − $3 = $40

KeptFee

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