VUG vs FVAL

AVUG

BFVAL

Measures won2–4FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FVAL $17,544

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common42.3%VUG and FVAL

VUG

FVAL

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

+22.6%3 years · per year$18,415 · $17,983+21.6%

+10.0%5 years · per year$16,124 · $17,544+11.9%

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

0.42%12-mo yield$42 · $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%AAPL8.1%

13.5%NVDA6.9%

9.7%MSFT6.5%

5.2%GOOGL4.4%

Held in common42.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
3	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
3	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 FVAL

VUG

Vanguard Morningstar Growth

$16,124

FVAL

Fidelity Value Factor

$17,544

MeasureVUGFVAL

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.42%1.53%

5 years, per year+10.0%+11.9%

3 years, per year+22.6%+21.6%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y19.0%12.4%

4–2measures won
FVAL first

42.3%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: VUG, FVAL, VTV

Today

42.3%most shared, VUG and FVAL

VUGFVALVTV

VUG—42.3%1.9%

FVAL42.3%—30.8%

VTV1.9%30.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FVAL$153 − $15 = $138

VUG$42 − $3 = $39

KeptFee

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