VUG vs SCHG

AVUG

BSCHG

Measures won1–4SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHG $16,814

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common79.4%VUG and SCHG

VUG

SCHG

Vanguard Morningstar Growth ETF · $233BSchwab U.S. Large-Cap Growth ETF · $59.7B

+22.6%3 years · per year$18,415 · $18,452+22.7%

+10.0%5 years · per year$16,124 · $16,814+11.0%

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

0.42%12-mo yield$42 · $42 on $10k0.42%

−15.1%Worst dropSmaller wins−15.0%

19.0%VolatilityLower wins17.8%

1–4SCHG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SCHG

12.5%AAPL12.6%

13.5%NVDA11.0%

9.7%MSFT10.0%

4.3%AMZN6.4%

Held in common79.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.7B
3	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 SCHG

VUG

Vanguard Morningstar Growth

$16,124

SCHG

Schwab U.S. Large-Cap Growth

$16,814

MeasureVUGSCHG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield0.42%0.42%

5 years, per year+10.0%+11.0%

3 years, per year+22.6%+22.7%

Worst drop · 1Y−15.1%−15.0%

Volatility · 1Y19.0%17.8%

4–1measures won
SCHG first

79.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: VUG, SCHG, IVV

Today

79.4%most shared, VUG and SCHG

VUGSCHGIVV

VUG—79.4%54.8%

SCHG79.4%—56.6%

IVV54.8%56.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

SCHG$42 − $4 = $38

KeptFee

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