USMC vs VUG

AUSMC

BVUG

Measures won4–2USMC wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.78%USMC · $78 on $10k

Smallest drop−10.0%USMC · worst fall in 1Y

Held in common51.3%USMC and VUG

USMC

VUG

Principal U.S. Mega-Cap ETF · $4.9BVanguard Morningstar Growth ETF · $233B

+21.1%3 years · per year$17,754 · $18,532+22.8%

+12.4%5 years · per year$17,953 · $16,052+9.9%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $43 on $10k0.43%

−10.0%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

4–2USMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · VUG

7.7%AAPL12.5%

7.3%NVDA13.5%

6.2%MSFT9.7%

4.6%GOOGL5.2%

Held in common51.3%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
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

USMC vs VUG

USMC

Principal U.S. Mega-Cap

$17,953

VUG

Vanguard Morningstar Growth

$16,052

MeasureUSMCVUG

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.78%0.43%

5 years, per year+12.4%+9.9%

3 years, per year+21.1%+22.8%

Worst drop · 1Y−10.0%−15.1%

Volatility · 1Y13.6%19.0%

4–2measures won
USMC first

51.3%

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: USMC, VUG

Today

51.3%most shared, USMC and VUG

USMCVUG

USMC—51.3%

VUG51.3%—

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

Income After Fees on $10,000

$66most kept, USMC

USMC$78 − $12 = $66

VUG$43 − $3 = $40

KeptFee

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