VUG vs SPY

AVUG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common55.4%VUG and SPY

VUG

SPY

Vanguard Morningstar Growth ETF · $233BState Street SPDR S&P 500 ETF · $805B

+22.8%3 years · per year$18,532 · $18,174+22.0%

+9.9%5 years · per year$16,052 · $17,099+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

0.43%12-mo yield$43 · $103 on $10k1.03%

−15.1%Worst dropSmaller wins−8.9%

19.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SPY

12.5%AAPL7.7%

13.5%NVDA7.3%

9.7%MSFT6.2%

4.3%AMZN3.9%

Held in common55.4%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Cards for this view

VUG vs SPY

VUG

Vanguard Morningstar Growth

$16,052

SPY

SPDR S&P 500

$17,099

MeasureVUGSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield0.43%1.03%

5 years, per year+9.9%+11.3%

3 years, per year+22.8%+22.0%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y19.0%13.6%

4–2measures won
SPY first

55.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VUG, SPY

Today

55.4%most shared, VUG and SPY

VUGSPY

VUG—55.4%

SPY55.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee