VUG vs IVVB5YVUGVUGAvsBIVVBIVVBVanguard Morningstar Growth ETF · $233BiShares Large Cap Deep Quarterly Laddered ETF · $144MReturns · dividends in+22.2%3 years · per year$18,230 · $14,545+13.3%+10.4%5 years · per year$16,394 · […][…]Cost and income0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%0.41%12-mo yield$41 · $116 on $10k1.16%Risk · 1 year−15.1%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BIVVBiShares Large Cap Deep Quarterly Laddered ETFReadDesk0.53%1.16%−0.2%+5.9%+7.4%+13.3%new−5.8%$144MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BIVVBiShares Large Cap Deep Quarterly Laddered ETFReadDesk0.53%1.16%−0.2%+5.9%+7.4%+13.3%new−5.8%$144MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in VUG, IVVB5Y$10k startVUG $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: VUG, IVVBToday0.0%most shared, VUG and IVVBVUGIVVBVUG—0.0%IVVB0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VUG vs IVVB5YAVUGVanguard Morningstar Growth$16,394vsIVVBBiShares Large Cap Deep Quarterly Laddered[…]MeasureVUGIVVBFee0.03%0.53%Cost on $10k a year$3$53Yield0.41%1.16%5 years, per year+10.4%[…]3 years, per year+22.2%+13.3%Worst drop · 1Y−15.1%−5.8%Volatility · 1Y19.1%
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: VUG, IVVBToday0.0%most shared, VUG and IVVBVUGIVVBVUG—0.0%IVVB0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$63most kept, IVVBIVVB$116 − $53 = $63VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee