TOPT vs VXF

ATOPT

BVXF

Measures won1–3VXF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VXF $12,425

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%VXF · $108 on $10k

Smallest drop−11.0%VXF · worst fall in 1Y

Held in common0.0%TOPT and VXF

TOPT

VXF

iShares Top 20 U.S. Stocks ETF · $686MVanguard Extended Market ETF · $30.2B

[…]3 years · per year[…] · $17,249+19.9%

[…]5 years · per year[…] · $12,425+4.4%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.38%12-mo yield$38 · $108 on $10k1.08%

−12.5%Worst dropSmaller wins−11.0%

16.3%VolatilityLower wins17.9%

1–3VXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · VXF

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

Held in common0.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	+0.9%	+5.6%	+5.5%	new	new	−12.5%	$686M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	+0.9%	+5.6%	+5.5%	new	new	−12.5%	$686M

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 VXF

TOPT

iShares Top 20 U.S. Stocks

[…]

VXF

Vanguard Extended Market

$12,425

MeasureTOPTVXF

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.38%1.08%

5 years, per year[…]+4.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−12.5%−11.0%

Volatility · 1Y16.3%17.9%

3–1measures won
VXF first

0.0%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TOPT, VXF, VUG

Today

65.0%most shared, TOPT and VUG

TOPTVXFVUG

TOPT—0.0%65.0%

VXF0.0%—2.3%

VUG65.0%2.3%—

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

Income After Fees on $10,000

$103most kept, VXF

VXF$108 − $5 = $103

VUG$42 − $3 = $39

TOPT$38 − $20 = $18

KeptFee

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