VUG vs SASS

AVUG

BSASS

Measures won2–0VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common5.6%VUG and SASS

VUG

SASS

Vanguard Morningstar Growth ETF · $233BM.D. Sass Concentrated Value ETF · $76M

+22.9%3 years · per year$18,569 · […][…]

+10.6%5 years · per year$16,565 · […][…]

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

0.41%12-mo yield$41 · $0 on $10k0.00%

−15.1%Worst dropSmaller wins[…]

19.1%VolatilityLower wins[…]

2–0VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SASS

4.3%AMZN6.8%

0.7%SNDK1.0%

0.5%WELL5.1%

0.1%ARES5.3%

Held in common5.6%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SASS

VUG

Vanguard Morningstar Growth

$16,565

SASS

M.D. Sass Concentrated Value

[…]

MeasureVUGSASS

Fee0.03%0.75%

Cost on $10k a year$3$75

Yield0.41%0.00%

5 years, per year+10.6%[…]

3 years, per year+22.9%[…]

Worst drop · 1Y−15.1%[…]

Volatility · 1Y19.1%[…]

2–0measures won
VUG first

5.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VUG, SASS, IWF

Today

78.1%most shared, VUG and IWF

VUGSASSIWF

VUG—5.6%78.1%

SASS5.6%—1.2%

IWF78.1%1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

SASS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee