VBK vs VUG

AVBK

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.44%VBK · $44 on $10k

Smallest drop−13.6%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

+17.7%3 years · per year$16,320 · $18,415+22.6%

+2.2%5 years · per year$11,151 · $16,124+10.0%

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

0.44%12-mo yield$44 · $42 on $10k0.42%

−13.6%Worst dropSmaller wins−15.1%

21.1%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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

VBK vs VUG

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

VUG

Vanguard Morningstar Growth

$16,124

MeasureVBKVUG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.44%0.42%

5 years, per year+2.2%+10.0%

3 years, per year+17.7%+22.6%

Worst drop · 1Y−13.6%−15.1%

Volatility · 1Y21.1%19.0%

4–1measures won
VUG first

0.4%

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$59.1B

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: VBK, VUG, IWF

Today

78.0%most shared, VUG and IWF

VBKVUGIWF

VBK—0.4%3.3%

VUG0.4%—78.0%

IWF3.3%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

VBK$44 − $5 = $39

IWF$39 − $18 = $21

KeptFee

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