VUG vs MDEV

AVUG

BMDEV

Measures won5–1VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJH $13,830

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.9%VUG and MDEV

VUG

MDEV

Vanguard Morningstar Growth ETF · $233BFirst Trust Indxx Medical Devices ETF · $3M

+22.6%3 years · per year$18,415 · $12,957+9.0%

+10.0%5 years · per year$16,124 · $8,839−2.4%

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

0.42%12-mo yield$42 · $10 on $10k0.10%

−15.1%Worst dropSmaller wins−18.2%

19.0%VolatilityLower wins17.4%

5–1VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · MDEV

0.4%ISRG2.1%

0.1%DXCM1.9%

0.1%MTD2.0%

0.1%WST2.0%

Held in common0.9%

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	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$3M

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	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$3M

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 MDEV

VUG

Vanguard Morningstar Growth

$16,124

MDEV

First Trust Indxx Medical Devices

$8,839

MeasureVUGMDEV

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield0.42%0.10%

5 years, per year+10.0%−2.4%

3 years, per year+22.6%+9.0%

Worst drop · 1Y−15.1%−18.2%

Volatility · 1Y19.0%17.4%

5–1measures won
VUG first

0.9%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, MDEV, IJH

Today

1.0%most shared, MDEV and IJH

VUGMDEVIJH

VUG—0.9%0.0%

MDEV0.9%—1.0%

IJH0.0%1.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

VUG$42 − $3 = $39

MDEV$10 − $70 = −$60

KeptFee

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