VUG vs FSCS

AVUG

BFSCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.23%FSCS · $123 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common0.2%VUG and FSCS

VUG

FSCS

Vanguard Morningstar Growth ETF · $233BFirst Trust SMID Capital Strength ETF · $63M

+22.6%3 years · per year$18,415 · $14,625+13.5%

+10.0%5 years · per year$16,124 · $13,473+6.1%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

0.42%12-mo yield$42 · $123 on $10k1.23%

−15.1%Worst dropSmaller wins−7.8%

19.0%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FSCS

0.1%WST1.0%

0.1%RMD1.0%

0.0%ROL1.1%

Held in common0.2%

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$63M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$63M

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 FSCS

VUG

Vanguard Morningstar Growth

$16,124

FSCS

First Trust SMID Capital Strength

$13,473

MeasureVUGFSCS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield0.42%1.23%

5 years, per year+10.0%+6.1%

3 years, per year+22.6%+13.5%

Worst drop · 1Y−15.1%−7.8%

Volatility · 1Y19.0%12.2%

3–3measures won
level

0.2%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, FSCS, IWF

Today

78.0%most shared, VUG and IWF

VUGFSCSIWF

VUG—0.2%78.0%

FSCS0.2%—0.4%

IWF78.0%0.4%—

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

Income After Fees on $10,000

$63most kept, FSCS

FSCS$123 − $60 = $63

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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