WLTG vs VUG

AWLTG

BVUG

Measures won3–2WLTG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income4.21%WLTG · $421 on $10k

Smallest drop−9.6%WLTG · worst fall in 1Y

Held in common20.5%WLTG and VUG

WLTG

VUG

WealthTrust DBS Long Term Growth ETF · $77MVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,210 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.77%Expense ratio$77 · $3 on $10k · lower wins0.03%

4.21%12-mo yield$421 · $42 on $10k0.42%

−9.6%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–2WLTG wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLTG · VUG

3.4%NVDA13.5%

3.3%META4.2%

3.1%AMZN4.3%

4.3%LLY2.6%

Held in common20.5%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$77M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$77M

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

WLTG vs VUG

WLTG

WealthTrust DBS Long Term Growth

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureWLTGVUG

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield4.21%0.42%

5 years, per year[…]+10.0%

3 years, per year+22.1%+22.6%

Worst drop · 1Y−9.6%−15.1%

Volatility · 1Y13.9%19.0%

3–2measures won
WLTG first

20.5%

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: WLTG, VUG

Today

20.5%most shared, WLTG and VUG

WLTGVUG

WLTG—20.5%

VUG20.5%—

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

Income After Fees on $10,000

$344most kept, WLTG

WLTG$421 − $77 = $344

VUG$42 − $3 = $39

KeptFee

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