VUG vs ZDIS

AVUG

BZDIS

Measures won2–0VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IJR $13,254

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common17.5%VUG and ZDIS

VUG

ZDIS

Vanguard Morningstar Growth ETF · $233BVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56M

+22.9%3 years · per year$18,569 · […][…]

+10.6%5 years · per year$16,565 · […][…]

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

0.41%12-mo yield$41 · $0 on $10k0.00%

−15.1%Worst dropSmaller wins[…]

19.1%VolatilityLower wins[…]

2–0VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · ZDIS

13.5%NVDA8.5%

4.3%AMZN3.9%

2.7%TSLA9.2%

0.7%CRWD3.8%

Held in common17.5%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	BZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+4.0%	new	new	new	new	[…]	$56M

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	BZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+4.0%	new	new	new	new	[…]	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs ZDIS

VUG

Vanguard Morningstar Growth

$16,565

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

MeasureVUGZDIS

Fee0.03%0.75%

Cost on $10k a year$3$75

Yield0.41%0.00%

5 years, per year+10.6%[…]

3 years, per year+22.9%[…]

Worst drop · 1Y−15.1%[…]

Volatility · 1Y19.1%[…]

2–0measures won
VUG first

17.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VUG, ZDIS, IJR

Today

17.5%most shared, VUG and ZDIS

VUGZDISIJR

VUG—17.5%0.0%

ZDIS17.5%—0.3%

IJR0.0%0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee