TOPT vs VUG

ATOPT

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VO $13,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common65.0%TOPT and VUG

TOPT

VUG

iShares Top 20 U.S. Stocks ETF · $692MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.38%12-mo yield$38 · $42 on $10k0.42%

−12.5%Worst dropSmaller wins−15.1%

16.3%VolatilityLower wins19.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · VUG

14.1%NVDA13.5%

16.1%AAPL12.5%

12.8%MSFT9.7%

4.8%AMZN4.3%

Held in common65.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	+0.9%	+5.6%	+5.5%	new	new	−12.5%	$692M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	+0.9%	+5.6%	+5.5%	new	new	−12.5%	$692M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOPT vs VUG

TOPT

iShares Top 20 U.S. Stocks

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureTOPTVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.38%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−12.5%−15.1%

Volatility · 1Y16.3%19.0%

2–1measures won
TOPT first

65.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TOPT, VUG, VO

Today

65.0%most shared, TOPT and VUG

TOPTVUGVO

TOPT—65.0%0.0%

VUG65.0%—10.2%

VO0.0%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

TOPT$38 − $20 = $18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee