VUG vs VYM

AVUG

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common7.2%VUG and VYM

VUG

VYM

Vanguard Morningstar Growth ETF · $233BVanguard High Dividend Yield ETF · $78.9B

+22.6%3 years · per year$18,415 · $17,107+19.6%

+10.0%5 years · per year$16,124 · $16,941+11.1%

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

0.42%12-mo yield$42 · $231 on $10k2.31%

−15.1%Worst dropSmaller wins−6.7%

19.0%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · VYM

4.3%AVGO6.9%

0.6%ORCL1.0%

0.4%TXN1.1%

0.3%SBUX0.5%

Held in common7.2%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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

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 VYM

VUG

Vanguard Morningstar Growth

$16,124

VYM

Vanguard High Dividend Yield

$16,941

MeasureVUGVYM

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield0.42%2.31%

5 years, per year+10.0%+11.1%

3 years, per year+22.6%+19.6%

Worst drop · 1Y−15.1%−6.7%

Volatility · 1Y19.0%10.6%

4–2measures won
VYM first

7.2%

holdings shared

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

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

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

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, VYM

Today

7.2%most shared, VUG and VYM

VUGVYM

VUG—7.2%

VYM7.2%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

VUG$42 − $3 = $39

KeptFee

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