TILT vs VUG

ATILT

BVUG

Measures won4–2TILT wins · of 6 · 5Y

$10,000 · 5Y$16,282TILT · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%TILT · $110 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common37.8%TILT and VUG

TILT

VUG

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BVanguard Morningstar Growth ETF · $233B

+21.6%3 years · per year$17,969 · $18,532+22.8%

+10.2%5 years · per year$16,282 · $16,052+9.9%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $43 on $10k0.43%

−8.5%Worst dropSmaller wins−15.1%

13.0%VolatilityLower wins19.0%

4–2TILT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · VUG

5.1%AAPL12.5%

4.7%NVDA13.5%

4.2%MSFT9.7%

2.6%AMZN4.3%

Held in common37.8%

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

TILT vs VUG

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,282

VUG

Vanguard Morningstar Growth

$16,052

MeasureTILTVUG

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.10%0.43%

5 years, per year+10.2%+9.9%

3 years, per year+21.6%+22.8%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y13.0%19.0%

4–2measures won
TILT first

37.8%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TILT, VUG

Today

37.8%most shared, TILT and VUG

TILTVUG

TILT—37.8%

VUG37.8%—

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

Income After Fees on $10,000

$84most kept, TILT

TILT$110 − $26 = $84

VUG$43 − $3 = $40

KeptFee

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