USMV vs VUG

AUSMV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · USMV $14,754

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%USMV · $135 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common21.7%USMV and VUG

USMV

VUG

iShares MSCI USA Min Vol Factor ETF · $24.5BVanguard Morningstar Growth ETF · $233B

+15.5%3 years · per year$15,388 · $19,712+25.4%

+8.1%5 years · per year$14,754 · $17,153+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.35%12-mo yield$135 · $40 on $10k0.40%

−6.5%Worst dropSmaller wins−16.1%

8.7%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · VUG

1.6%MSFT9.7%

1.4%NVDA13.5%

1.4%MA1.2%

1.1%V1.6%

Held in common21.7%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMV vs VUG

USMV

iShares MSCI USA Min Vol Factor

$14,754

VUG

Vanguard Morningstar Growth

$17,153

MeasureUSMVVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.35%0.40%

5 years, per year+8.1%+11.4%

3 years, per year+15.5%+25.4%

Worst drop · 1Y−6.5%−16.1%

Volatility · 1Y8.7%18.2%

3–3measures won
level

21.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USMV, VUG

Today

21.7%most shared, USMV and VUG

USMVVUG

USMV—21.7%

VUG21.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee