VLU vs VUG

AVLU

BVUG

Measures won4–2VLU wins · of 6 · 5Y

$10,000 · 5Y$17,745VLU · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.63%VLU · $163 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common21.7%VLU and VUG

VLU

VUG

State Street SPDR S&P 1500 Value Tilt ETF · $786MVanguard Morningstar Growth ETF · $233B

+22.5%3 years · per year$18,366 · $18,532+22.8%

+12.2%5 years · per year$17,745 · $16,052+9.9%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.63%12-mo yield$163 · $43 on $10k0.43%

−6.3%Worst dropSmaller wins−15.1%

10.8%VolatilityLower wins19.0%

4–2VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VUG

3.3%MSFT9.7%

2.8%AMZN4.3%

2.1%AAPL12.5%

1.3%GOOG4.1%

Held in common21.7%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$786M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$786M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

VLU vs VUG

VLU

SPDR S&P 1500 Value Tilt

$17,745

VUG

Vanguard Morningstar Growth

$16,052

MeasureVLUVUG

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.63%0.43%

5 years, per year+12.2%+9.9%

3 years, per year+22.5%+22.8%

Worst drop · 1Y−6.3%−15.1%

Volatility · 1Y10.8%19.0%

4–2measures won
VLU first

21.7%

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: VLU, VUG

Today

21.7%most shared, VLU and VUG

VLUVUG

VLU—21.7%

VUG21.7%—

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

Income After Fees on $10,000

$151most kept, VLU

VLU$163 − $12 = $151

VUG$43 − $3 = $40

KeptFee

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