VUG vs MIDE

AVUG

BMIDE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%MIDE · $131 on $10k

Smallest drop−9.3%MIDE · worst fall in 1Y

Held in common0.0%VUG and MIDE

VUG

MIDE

Vanguard Morningstar Growth ETF · $233BXtrackers S&P MidCap 400 Scored & Screened ETF · $4M

+22.6%3 years · per year$18,415 · $16,070+17.1%

+10.0%5 years · per year$16,124 · $14,154+7.2%

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

0.42%12-mo yield$42 · $131 on $10k1.31%

−15.1%Worst dropSmaller wins−9.3%

19.0%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · MIDE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.31%	+0.2%	+11.6%	+15.4%	+17.1%	+7.2%	−9.3%	$4M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.31%	+0.2%	+11.6%	+15.4%	+17.1%	+7.2%	−9.3%	$4M

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 MIDE

VUG

Vanguard Morningstar Growth

$16,124

MIDE

Xtrackers S&P MidCap 400 Scored & Screened

$14,154

MeasureVUGMIDE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.42%1.31%

5 years, per year+10.0%+7.2%

3 years, per year+22.6%+17.1%

Worst drop · 1Y−15.1%−9.3%

Volatility · 1Y19.0%15.3%

3–3measures won
level

0.0%

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, MIDE, IWF

Today

78.0%most shared, VUG and IWF

VUGMIDEIWF

VUG—0.0%78.0%

MIDE0.0%—0.7%

IWF78.0%0.7%—

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

Income After Fees on $10,000

$116most kept, MIDE

MIDE$131 − $15 = $116

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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