VLU vs VUG5YVLUVLUAvsBVUGVUGState Street SPDR S&P 1500 Value Tilt ETF · $791MVanguard Morningstar Growth ETF · $233BReturns · dividends in+22.0%3 years · per year$18,176 · $18,215+22.1%+12.3%5 years · per year$17,888 · $16,326+10.3%Cost and income0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%1.60%
Overlap: VLU, VUG, VOToday23.6%most shared, VLU and VOVLUVUGVOVLU—21.7%23.6%VUG21.7%—10.2%VO23.6%10.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
VLU vs VUG5YAVLUSPDR S&P 1500 Value Tilt$17,888vsVUGBVanguard Morningstar Growth$16,326$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.60%−0.5%+19.7%+22.1%+22.0%+12.3%−6.3%$791M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.60%−0.5%+19.7%+22.1%+22.0%+12.3%−6.3%$791M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: VLU, VUG, VOToday23.6%most shared, VLU and VOVLUVUGVOVLU—21.7%23.6%VUG21.7%—10.2%VO23.6%10.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUVLU$160 − $12 = $148VO$135 − $3 = $132VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee