VBK vs VUG

AVBK

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · VBK $11,893

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VBK · $42 on $10k

Smallest drop−11.4%VBK · worst fall in 1Y

Held in common0.4%VBK and VUG

VBK

VUG

Vanguard Morningstar Small-Cap Growth ETF · $22.8BVanguard Morningstar Growth ETF · $233B

+19.9%3 years · per year$17,239 · $19,712+25.4%

+3.5%5 years · per year$11,893 · $17,153+11.4%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $40 on $10k0.40%

−11.4%Worst dropSmaller wins−16.1%

20.5%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · VUG

0.6%FLEX0.1%

0.4%INSM0.1%

0.3%TPL0.1%

0.2%ASTS0.0%

Held in common0.4%

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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

VBK vs VUG

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

VUG

Vanguard Morningstar Growth

$17,153

MeasureVBKVUG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.42%0.40%

5 years, per year+3.5%+11.4%

3 years, per year+19.9%+25.4%

Worst drop · 1Y−11.4%−16.1%

Volatility · 1Y20.5%18.2%

4–1measures won
VUG first

0.4%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VBK, VUG

Today

0.4%most shared, VBK and VUG

VBKVUG

VBK—0.4%

VUG0.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

VBK$42 − $5 = $37

KeptFee

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