VOT vs VUG

AVOT

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VOT $11,180

Lowest cost0.03%VUG · $3 on $10k

Most income0.64%VOT · $64 on $10k

Smallest drop−13.4%VOT · worst fall in 1Y

Held in common10.2%VOT and VUG

VOT

VUG

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BVanguard Morningstar Growth ETF · $233B

+15.4%3 years · per year$15,381 · $18,532+22.8%

+2.3%5 years · per year$11,180 · $16,052+9.9%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $43 on $10k0.43%

−13.4%Worst dropSmaller wins−15.1%

18.6%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVOT · VUG

2.6%NET0.3%

1.3%FTNT0.3%

1.3%SNOW0.3%

2.3%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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B

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

VOT vs VUG

VOT

Vanguard Morningstar Mid-Cap Growth

$11,180

VUG

Vanguard Morningstar Growth

$16,052

MeasureVOTVUG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.64%0.43%

5 years, per year+2.3%+9.9%

3 years, per year+15.4%+22.8%

Worst drop · 1Y−13.4%−15.1%

Volatility · 1Y18.6%19.0%

3–3measures won
level

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: VOT, VUG

Today

10.2%most shared, VOT and VUG

VOTVUG

VOT—10.2%

VUG10.2%—

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

Income After Fees on $10,000

$59most kept, VOT

VOT$64 − $5 = $59

VUG$43 − $3 = $40

KeptFee

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