TVAL vs VUG

ATVAL

BVUG

Measures won3–2TVAL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.94%TVAL · $94 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common3.6%TVAL and VUG

TVAL

VUG

T. Rowe Price Value ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+22.6%3 years · per year$18,435 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $43 on $10k0.43%

−7.2%Worst dropSmaller wins−15.1%

11.2%VolatilityLower wins19.0%

3–2TVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTVAL · VUG

0.8%INTC1.5%

0.4%TJX0.4%

0.3%EQIX0.3%

0.2%AMAT1.1%

Held in common3.6%

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	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

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	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

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

TVAL vs VUG

TVAL

T. Rowe Price Value

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureTVALVUG

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.94%0.43%

5 years, per year[…]+9.9%

3 years, per year+22.6%+22.8%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y11.2%19.0%

3–2measures won
TVAL first

3.6%

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: TVAL, VUG

Today

3.6%most shared, TVAL and VUG

TVALVUG

TVAL—3.6%

VUG3.6%—

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

Income After Fees on $10,000

$61most kept, TVAL

TVAL$94 − $33 = $61

VUG$43 − $3 = $40

KeptFee

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