TSME vs VUG

ATSME

BVUG

Measures won0–5VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.4%TSME and VUG

TSME

VUG

Thrivent Small-Mid Cap Equity ETF · $819MVanguard Morningstar Growth ETF · $233B

+20.4%3 years · per year$17,467 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.15%12-mo yield$15 · $41 on $10k0.41%

−16.0%Worst dropSmaller wins−15.1%

24.5%VolatilityLower wins19.1%

0–5VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSME · VUG

0.9%HOOD0.3%

1.2%AZO0.1%

Held in common0.4%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+3.3%	+9.7%	+12.0%	+20.4%	new	−16.0%	$819M

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+3.3%	+9.7%	+12.0%	+20.4%	new	−16.0%	$819M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TSME vs VUG

TSME

Thrivent Small-Mid Cap Equity

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureTSMEVUG

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.15%0.41%

5 years, per year[…]+10.6%

3 years, per year+20.4%+22.9%

Worst drop · 1Y−16.0%−15.1%

Volatility · 1Y24.5%19.1%

5–0measures won
VUG first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TSME, VUG, IWF

Today

78.1%most shared, VUG and IWF

TSMEVUGIWF

TSME—0.4%0.8%

VUG0.4%—78.1%

IWF0.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

TSME$15 − $65 = −$50

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee