VUG vs SCHA

AVUG

BSCHA

Measures won3–2VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%SCHA · $111 on $10k

Smallest drop−11.2%SCHA · worst fall in 1Y

Held in common0.1%VUG and SCHA

VUG

SCHA

Vanguard Morningstar Growth ETF · $233BSchwab U.S. Small-Cap ETF · $22.3B

+22.9%3 years · per year$18,569 · $17,445+20.4%

+10.6%5 years · per year$16,565 · $13,361+6.0%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

0.41%12-mo yield$41 · $111 on $10k1.11%

−15.1%Worst dropSmaller wins−11.2%

19.1%VolatilityLower wins19.2%

3–2VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SCHA

0.0%SYM0.1%

0.0%VG0.2%

Held in common0.1%

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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$22.3B

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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$22.3B

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 SCHA

VUG

Vanguard Morningstar Growth

$16,565

SCHA

Schwab U.S. Small-Cap

$13,361

MeasureVUGSCHA

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield0.41%1.11%

5 years, per year+10.6%+6.0%

3 years, per year+22.9%+20.4%

Worst drop · 1Y−15.1%−11.2%

Volatility · 1Y19.1%19.2%

3–2measures won
VUG first

0.1%

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, SCHA, IWF

Today

78.1%most shared, VUG and IWF

VUGSCHAIWF

VUG—0.1%78.1%

SCHA0.1%—0.7%

IWF78.1%0.7%—

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

Income After Fees on $10,000

$108most kept, SCHA

SCHA$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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