VUG vs EPRF

AVUG

BEPRF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income6.46%EPRF · $646 on $10k

Smallest drop−10.2%EPRF · worst fall in 1Y

Held in common0.0%VUG and EPRF

VUG

EPRF

Vanguard Morningstar Growth ETF · $233BInnovator S&P Inv. Grade Preferred ETF · $62M

+22.9%3 years · per year$18,569 · $10,804+2.6%

+10.6%5 years · per year$16,565 · $8,623−2.9%

0.03%Expense ratio$3 · $47 on $10k · lower wins0.47%

0.41%12-mo yield$41 · $646 on $10k6.46%

−15.1%Worst dropSmaller wins−10.2%

19.1%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · EPRF

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

Held in common0.0%

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 Three

5Y3 funds

#
1	AVUG	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	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

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

All Three

5Y3 funds

#
1	AVUG	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	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk	0.47%	6.46%	+1.0%	−6.0%	−6.7%	+2.6%	−2.9%	−10.2%	$62M

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

VUG vs EPRF

VUG

Vanguard Morningstar Growth

$16,565

EPRF

Innovator S&P Inv. Grade Preferred

$8,623

MeasureVUGEPRF

Fee0.03%0.47%

Cost on $10k a year$3$47

Yield0.41%6.46%

5 years, per year+10.6%−2.9%

3 years, per year+22.9%+2.6%

Worst drop · 1Y−15.1%−10.2%

Volatility · 1Y19.1%7.9%

3–3measures won
level

0.0%

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: VUG, EPRF, IWF

Today

78.1%most shared, VUG and IWF

VUGEPRFIWF

VUG—0.0%78.1%

EPRF0.0%—0.0%

IWF78.1%0.0%—

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

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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