VALQ vs VUG

AVALQ

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VALQ $15,609

Lowest cost0.03%VUG · $3 on $10k

Most income1.69%VALQ · $169 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common8.6%VALQ and VUG

VALQ

VUG

American Century STOXX U.S. Quality Value ETF · $193MVanguard Morningstar Growth ETF · $233B

+16.7%3 years · per year$15,901 · $18,532+22.8%

+9.3%5 years · per year$15,609 · $16,052+9.9%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.69%12-mo yield$169 · $43 on $10k0.43%

−7.9%Worst dropSmaller wins−15.1%

11.6%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · VUG

1.5%AAPL12.5%

1.0%META4.2%

0.7%AMAT1.1%

0.6%KLAC0.7%

Held in common8.6%

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	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M

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	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M

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

VALQ vs VUG

VALQ

American Century STOXX U.S. Quality Value

$15,609

VUG

Vanguard Morningstar Growth

$16,052

MeasureVALQVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.69%0.43%

5 years, per year+9.3%+9.9%

3 years, per year+16.7%+22.8%

Worst drop · 1Y−7.9%−15.1%

Volatility · 1Y11.6%19.0%

3–3measures won
level

8.6%

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$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: VALQ, VUG

Today

8.6%most shared, VALQ and VUG

VALQVUG

VALQ—8.6%

VUG8.6%—

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

Income After Fees on $10,000

$140most kept, VALQ

VALQ$169 − $29 = $140

VUG$43 − $3 = $40

KeptFee

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