USMD vs VGT

AUSMD

BVGT

Measures won0–2VGT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT

Lowest cost0.09%VGT · $9 on $10k

Most income0.44%VGT · $44 on $10k

Smallest drop−17.5%VGT · worst fall in 1Y

Held in common37.5%USMD and VGT

USMD

VGT

CoreValues America First Technology ETF · $0MVanguard Information Technology ETF · $155B

[…]3 years · per year[…] · $21,289+28.6%

[…]5 years · per year[…] · $20,649+15.6%

0.87%Expense ratio$87 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $44 on $10k0.44%

[…]Worst dropSmaller wins−17.5%

[…]VolatilityLower wins26.5%

0–2VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMD · VGT

6.4%MSFT11.2%

4.3%NVDA17.6%

3.7%AVGO4.1%

4.4%AMD3.7%

Held in common37.5%

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

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	+2.1%	new	new	new	new	[…]	$290K

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

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	+2.1%	new	new	new	new	[…]	$290K

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

USMD vs VGT

USMD

CoreValues America First Technology

[…]

VGT

Vanguard Information Technology

$20,649

MeasureUSMDVGT

Fee0.87%0.09%

Cost on $10k a year$87$9

Yield0.00%0.44%

5 years, per year[…]+15.6%

3 years, per year[…]+28.6%

Worst drop · 1Y[…]−17.5%

Volatility · 1Y[…]26.5%

2–0measures won
VGT first

37.5%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

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: USMD, VGT

Today

37.5%most shared, USMD and VGT

USMDVGT

USMD—37.5%

VGT37.5%—

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

Income After Fees on $10,000

$35most kept, VGT

VGT$44 − $9 = $35

USMD$0 − $87 = −$87

KeptFee

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