VUG vs VO

AVUG

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common10.2%VUG and VO

VUG

Vanguard Morningstar Growth ETF · $233BVanguard Morningstar Mid-Cap ETF · $103B

+22.6%3 years · per year$18,415 · $16,701+18.6%

+10.0%5 years · per year$16,124 · $13,590+6.3%

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

0.42%12-mo yield$42 · $139 on $10k1.39%

−15.1%Worst dropSmaller wins−8.2%

19.0%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · VO

0.3%NET1.1%

0.3%FTNT0.6%

0.3%SNOW0.6%

0.3%PWR1.0%

Held in common10.2%

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

VUG

Vanguard Morningstar Growth

$16,124

Vanguard Morningstar Mid-Cap

$13,590

MeasureVUGVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield0.42%1.39%

5 years, per year+10.0%+6.3%

3 years, per year+22.6%+18.6%

Worst drop · 1Y−15.1%−8.2%

Volatility · 1Y19.0%12.9%

3–2measures won
VO first

10.2%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, VO, DFAC

Today

35.7%most shared, VUG and DFAC

VUGVODFAC

VUG—10.2%35.7%

VO10.2%—19.7%

DFAC35.7%19.7%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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