VUG vs MVAL

AVUG

BMVAL

Measures won1–3MVAL wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−12.2%MVAL · worst fall in 1Y

Held in common8.1%VUG and MVAL

VUG

MVAL

Vanguard Morningstar Growth ETF · $233BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+22.6%3 years · per year$18,415 · […][…]

+10.0%5 years · per year$16,124 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

0.42%12-mo yield$42 · $156 on $10k1.56%

−15.1%Worst dropSmaller wins−12.2%

19.0%VolatilityLower wins15.1%

1–3MVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · MVAL

9.7%MSFT3.7%

4.2%META2.7%

5.2%GOOGL0.8%

0.4%TXN1.3%

Held in common8.1%

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	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$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 MVAL

VUG

Vanguard Morningstar Growth

$16,124

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureVUGMVAL

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield0.42%1.56%

5 years, per year+10.0%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−15.1%−12.2%

Volatility · 1Y19.0%15.1%

3–1measures won
MVAL first

8.1%

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, MVAL

Today

8.1%most shared, VUG and MVAL

VUGMVAL

VUG—8.1%

MVAL8.1%—

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

Income After Fees on $10,000

$106most kept, MVAL

MVAL$156 − $50 = $106

VUG$42 − $3 = $39

KeptFee

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