VUG vs TMAT

AVUG

BTMAT

Measures won5–1VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJR $13,170

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common8.1%VUG and TMAT

VUG

TMAT

Vanguard Morningstar Growth ETF · $233BMain Thematic Innovation ETF · $218M

+22.6%3 years · per year$18,415 · $19,140+24.2%

+10.0%5 years · per year$16,124 · $10,480+0.9%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

0.42%12-mo yield$42 · $2 on $10k0.02%

−15.1%Worst dropSmaller wins−23.4%

19.0%VolatilityLower wins30.4%

5–1VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · TMAT

2.7%AMD2.0%

0.9%PANW4.9%

0.7%GEV1.3%

0.6%MRVL0.9%

Held in common8.1%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

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 TMAT

VUG

Vanguard Morningstar Growth

$16,124

TMAT

Main Thematic Innovation

$10,480

MeasureVUGTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield0.42%0.02%

5 years, per year+10.0%+0.9%

3 years, per year+22.6%+24.2%

Worst drop · 1Y−15.1%−23.4%

Volatility · 1Y19.0%30.4%

5–1measures won
VUG first

8.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, TMAT, IJR

Today

8.1%most shared, VUG and TMAT

VUGTMATIJR

VUG—8.1%0.0%

TMAT8.1%—2.6%

IJR0.0%2.6%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$42 − $3 = $39

TMAT$2 − $79 = −$77

KeptFee

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