VUG vs FVAL

AVUG

BFVAL

Measures won2–4FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,789FVAL · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%FVAL · $150 on $10k

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

Held in common42.5%VUG and FVAL

VUG

FVAL

Vanguard Morningstar Growth ETF · $233BFidelity Value Factor ETF · $1.4B

+22.9%3 years · per year$18,569 · $17,981+21.6%

+10.6%5 years · per year$16,565 · $17,789+12.2%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

0.41%12-mo yield$41 · $150 on $10k1.50%

−15.1%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins12.5%

2–4FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FVAL

12.5%AAPL8.1%

13.5%NVDA7.1%

9.7%MSFT6.5%

5.2%GOOGL4.4%

Held in common42.5%

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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 FVAL

VUG

Vanguard Morningstar Growth

$16,565

FVAL

Fidelity Value Factor

$17,789

MeasureVUGFVAL

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.41%1.50%

5 years, per year+10.6%+12.2%

3 years, per year+22.9%+21.6%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y19.1%12.5%

4–2measures won
FVAL first

42.5%

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, FVAL, IJR

Today

42.5%most shared, VUG and FVAL

VUGFVALIJR

VUG—42.5%0.0%

FVAL42.5%—0.3%

IJR0.0%0.3%—

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

Income After Fees on $10,000

$135most kept, FVAL

FVAL$150 − $15 = $135

IJR$121 − $6 = $115

VUG$41 − $3 = $38

KeptFee

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