VUG vs SCHG

AVUG

BSCHG

Measures won1–3SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,915SCHG · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−16.0%SCHG · worst fall in 1Y

Held in common80.2%VUG and SCHG

VUG

SCHG

Vanguard Morningstar Growth ETF · $233BSchwab U.S. Large-Cap Growth ETF · $62.5B

+25.4%3 years · per year$19,712 · $19,739+25.4%

+11.4%5 years · per year$17,153 · $17,915+12.4%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

0.40%12-mo yield$40 · $40 on $10k0.40%

−16.1%Worst dropSmaller wins−16.0%

18.2%VolatilityLower wins16.9%

1–3SCHG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SCHG

13.5%NVDA12.0%

12.5%AAPL11.6%

9.7%MSFT9.3%

4.3%AMZN5.9%

Held in common80.2%

End-of-day Nov 4, 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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SCHG

VUG

Vanguard Morningstar Growth

$17,153

SCHG

Schwab U.S. Large-Cap Growth

$17,915

MeasureVUGSCHG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield0.40%0.40%

5 years, per year+11.4%+12.4%

3 years, per year+25.4%+25.4%

Worst drop · 1Y−16.1%−16.0%

Volatility · 1Y18.2%16.9%

3–1measures won
SCHG first

80.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VUG, SCHG

Today

80.2%most shared, VUG and SCHG

VUGSCHG

VUG—80.2%

SCHG80.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee