VO vs VUG

AVO

BVUG

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common10.2%VO and VUG

VUG

Vanguard Morningstar Mid-Cap ETF · $103BVanguard Morningstar Growth ETF · $233B

+18.9%3 years · per year$16,795 · $18,532+22.8%

+6.4%5 years · per year$13,616 · $16,052+9.9%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $43 on $10k0.43%

−8.2%Worst dropSmaller wins−15.1%

12.9%VolatilityLower wins19.0%

3–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · VUG

1.1%NET0.3%

0.6%FTNT0.3%

0.6%SNOW0.3%

1.0%PWR0.3%

Held in common10.2%

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

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
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
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
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
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VO vs VUG

Vanguard Morningstar Mid-Cap

$13,616

VUG

Vanguard Morningstar Growth

$16,052

MeasureVOVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.39%0.43%

5 years, per year+6.4%+9.9%

3 years, per year+18.9%+22.8%

Worst drop · 1Y−8.2%−15.1%

Volatility · 1Y12.9%19.0%

3–2measures won
VO first

10.2%

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: VO, VUG, DFAC

Today

36.2%most shared, VUG and DFAC

VOVUGDFAC

VO—10.2%19.6%

VUG10.2%—36.2%

DFAC19.6%36.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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