USXF vs VUG

AUSXF

BVUG

Measures won4–2USXF wins · of 6 · 5Y

$10,000 · 5Y$16,984USXF · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%USXF · $93 on $10k

Smallest drop−12.9%USXF · worst fall in 1Y

Held in common39.7%USXF and VUG

USXF

VUG

iShares ESG Advanced MSCI USA ETF · $1.3BVanguard Morningstar Growth ETF · $233B

+23.0%3 years · per year$18,621 · $18,415+22.6%

+11.2%5 years · per year$16,984 · $16,124+10.0%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

0.93%12-mo yield$93 · $42 on $10k0.42%

−12.9%Worst dropSmaller wins−15.1%

20.6%VolatilityLower wins19.0%

4–2USXF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · VUG

11.6%NVDA13.5%

5.8%AVGO4.3%

2.9%AMD2.7%

3.1%V1.6%

Held in common39.7%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

USXF vs VUG

USXF

iShares ESG Advanced MSCI USA

$16,984

VUG

Vanguard Morningstar Growth

$16,124

MeasureUSXFVUG

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.93%0.42%

5 years, per year+11.2%+10.0%

3 years, per year+23.0%+22.6%

Worst drop · 1Y−12.9%−15.1%

Volatility · 1Y20.6%19.0%

4–2measures won
USXF first

39.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USXF, VUG

Today

39.7%most shared, USXF and VUG

USXFVUG

USXF—39.7%

VUG39.7%—

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

Income After Fees on $10,000

$83most kept, USXF

USXF$93 − $10 = $83

VUG$42 − $3 = $39

KeptFee

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