VO vs TMAT

AVO

BTMAT

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

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 common10.2%VO and TMAT

TMAT

Vanguard Morningstar Mid-Cap ETF · $103BMain Thematic Innovation ETF · $218M

+18.8%3 years · per year$16,763 · $19,632+25.2%

+6.8%5 years · per year$13,867 · $10,938+1.8%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.35%12-mo yield$135 · $2 on $10k0.02%

−8.2%Worst dropSmaller wins−23.4%

13.1%VolatilityLower wins30.9%

5–1VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · TMAT

1.1%NET2.0%

0.9%VRT1.1%

0.9%LITE1.7%

0.8%CEG1.0%

Held in common10.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs TMAT

Vanguard Morningstar Mid-Cap

$13,867

TMAT

Main Thematic Innovation

$10,938

MeasureVOTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.35%0.02%

5 years, per year+6.8%+1.8%

3 years, per year+18.8%+25.2%

Worst drop · 1Y−8.2%−23.4%

Volatility · 1Y13.1%30.9%

5–1measures won
VO first

10.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VO, TMAT, IWF, VUG

Today

78.1%most shared, IWF and VUG

VOTMATIWFVUG

VO—10.2%9.2%10.2%

TMAT10.2%—9.9%8.2%

IWF9.2%9.9%—78.1%

VUG10.2%8.2%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

IWF$38 − $18 = $20

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee