VO vs IVOO

AVO

BIVOO

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IVOO $14,263

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%VO and IVOO

IVOO

Vanguard Morningstar Mid-Cap ETF · $103BVanguard S&P Mid-Cap 400 ETF · $3.7B

+20.5%3 years · per year$17,496 · $16,608+18.4%

+6.9%5 years · per year$13,977 · $14,263+7.4%

0.03%Expense ratio$3 · $7 on $10k · lower wins0.07%

1.35%12-mo yield$135 · $119 on $10k1.19%

−8.2%Worst dropSmaller wins−8.8%

12.4%VolatilityLower wins14.9%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · IVOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Cards for this view

VO vs IVOO

Vanguard Morningstar Mid-Cap

$13,977

IVOO

Vanguard S&P Mid-Cap 400

$14,264

MeasureVOIVOO

Fee0.03%0.07%

Cost on $10k a year$3$7

Yield1.35%1.19%

5 years, per year+6.9%+7.4%

3 years, per year+20.5%+18.4%

Worst drop · 1Y−8.2%−8.8%

Volatility · 1Y12.4%14.9%

5–1measures won
VO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VO, IVOO, VUG

Today

10.2%most shared, VO and VUG

VOIVOOVUG

VO—0.0%10.2%

IVOO0.0%—0.0%

VUG10.2%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IVOO$119 − $7 = $112

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee