VUG vs IGV

AVUG

BIGV

Measures won6–0VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IGV $11,265

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common15.2%VUG and IGV

VUG

IGV

Vanguard Morningstar Growth ETF · $233BiShares Expanded Tech-Software Sector ETF · $12.4B

+22.6%3 years · per year$18,415 · $14,533+13.3%

+10.0%5 years · per year$16,124 · $11,264+2.4%

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

0.42%12-mo yield$42 · $2 on $10k0.02%

−15.1%Worst dropSmaller wins−33.2%

19.0%VolatilityLower wins32.9%

6–0VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · IGV

9.7%MSFT9.5%

1.1%PLTR7.9%

0.9%PANW8.2%

0.7%CRWD7.8%

Held in common15.2%

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

Both

5Y2 funds

#			Trend
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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 IGV

VUG

Vanguard Morningstar Growth

$16,124

IGV

iShares Expanded Tech-Software Sector

$11,265

MeasureVUGIGV

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield0.42%0.02%

5 years, per year+10.0%+2.4%

3 years, per year+22.6%+13.3%

Worst drop · 1Y−15.1%−33.2%

Volatility · 1Y19.0%32.9%

6–0measures won
VUG first

15.2%

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, IGV

Today

15.2%most shared, VUG and IGV

VUGIGV

VUG—15.2%

IGV15.2%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IGV$2 − $38 = −$36

KeptFee

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