VUG vs CSB

AVUG

BCSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · CSB $13,284

Lowest cost0.03%VUG · $3 on $10k

Most income3.23%CSB · $323 on $10k

Smallest drop−9.5%CSB · worst fall in 1Y

Held in common0.0%VUG and CSB

VUG

CSB

Vanguard Morningstar Growth ETF · $233BVictoryShares US Small Cap High Div Volatility Wtd ETF · $244M

+22.6%3 years · per year$18,415 · $15,361+15.4%

+10.0%5 years · per year$16,124 · $13,284+5.8%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

0.42%12-mo yield$42 · $323 on $10k3.23%

−15.1%Worst dropSmaller wins−9.5%

19.0%VolatilityLower wins13.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · CSB

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

Held in common0.0%

End-of-day Nov 6, 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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$244M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$244M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs CSB

VUG

Vanguard Morningstar Growth

$16,124

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,284

MeasureVUGCSB

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield0.42%3.23%

5 years, per year+10.0%+5.8%

3 years, per year+22.6%+15.4%

Worst drop · 1Y−15.1%−9.5%

Volatility · 1Y19.0%13.0%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, CSB

Today

0.0%most shared, VUG and CSB

VUGCSB

VUG—0.0%

CSB0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee