VUG vs FVAL

AVUG

BFVAL

Measures won2–4FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%FVAL · $153 on $10k

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

Held in common42.7%VUG and FVAL

VUG

FVAL

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

+22.8%3 years · per year$18,532 · $18,176+22.0%

+9.9%5 years · per year$16,052 · $17,546+11.9%

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

0.43%12-mo yield$43 · $153 on $10k1.53%

−15.1%Worst dropSmaller wins−8.9%

19.0%VolatilityLower wins12.4%

2–4FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FVAL

12.5%AAPL7.9%

13.5%NVDA7.4%

9.7%MSFT6.5%

5.2%GOOGL4.3%

Held in common42.7%

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

All Three

5Y3 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

VUG vs FVAL

VUG

Vanguard Morningstar Growth

$16,052

FVAL

Fidelity Value Factor

$17,546

MeasureVUGFVAL

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.43%1.53%

5 years, per year+9.9%+11.9%

3 years, per year+22.8%+22.0%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y19.0%12.4%

4–2measures won
FVAL first

42.7%

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: VUG, FVAL, IWF

Today

78.0%most shared, VUG and IWF

VUGFVALIWF

VUG—42.7%78.0%

FVAL42.7%—43.6%

IWF78.0%43.6%—

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

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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