VLUE vs VUG

AVLUE

BVUG

Measures won4–2VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−11.0%VLUE · worst fall in 1Y

Held in common0.6%VLUE and VUG

VLUE

VUG

iShares MSCI USA Value Factor ETF · $8.9BVanguard Morningstar Growth ETF · $233B

+30.4%3 years · per year$22,162 · $18,415+22.6%

+15.0%5 years · per year$20,109 · $16,124+10.0%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.70%12-mo yield$170 · $42 on $10k0.42%

−11.0%Worst dropSmaller wins−15.1%

21.4%VolatilityLower wins19.0%

4–2VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · VUG

1.2%DELL0.2%

0.3%WDAY0.1%

0.2%SMCI0.1%

0.2%FLEX0.1%

Held in common0.6%

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

Both

5Y2 funds

#			Trend
1	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

VLUE vs VUG

VLUE

iShares MSCI USA Value Factor

$20,109

VUG

Vanguard Morningstar Growth

$16,124

MeasureVLUEVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.70%0.42%

5 years, per year+15.0%+10.0%

3 years, per year+30.4%+22.6%

Worst drop · 1Y−11.0%−15.1%

Volatility · 1Y21.4%19.0%

4–2measures won
VLUE first

0.6%

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$59.7B

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: VLUE, VUG

Today

0.6%most shared, VLUE and VUG

VLUEVUG

VLUE—0.6%

VUG0.6%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

VUG$42 − $3 = $39

KeptFee

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