VTHR vs VUG

AVTHR

BVUG

Measures won4–2VTHR wins · of 6 · 5Y

$10,000 · 5Y$16,353VTHR · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.07%VTHR · $107 on $10k

Smallest drop−8.9%VTHR · worst fall in 1Y

Held in common52.4%VTHR and VUG

VTHR

VUG

Vanguard Russell 3000 ETF · $4.9BVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,079 · $18,532+22.8%

+10.3%5 years · per year$16,353 · $16,052+9.9%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.07%12-mo yield$107 · $43 on $10k0.43%

−8.9%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins19.0%

4–2VTHR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · VUG

7.3%NVDA13.5%

6.6%AAPL12.5%

5.2%MSFT9.7%

3.3%AMZN4.3%

Held in common52.4%

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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	−4.3%	+8.5%	+9.9%	+21.8%	+10.3%	−8.9%	$4.9B
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

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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	−4.3%	+8.5%	+9.9%	+21.8%	+10.3%	−8.9%	$4.9B
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

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

VTHR vs VUG

VTHR

Vanguard Russell 3000

$16,353

VUG

Vanguard Morningstar Growth

$16,052

MeasureVTHRVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.07%0.43%

5 years, per year+10.3%+9.9%

3 years, per year+21.8%+22.8%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.8%19.0%

4–2measures won
VTHR first

52.4%

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: VTHR, VUG

Today

52.4%most shared, VTHR and VUG

VTHRVUG

VTHR—52.4%

VUG52.4%—

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

Income After Fees on $10,000

$101most kept, VTHR

VTHR$107 − $6 = $101

VUG$43 − $3 = $40

KeptFee

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