XCLR vs VUG

AXCLR

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · XCLR $14,709

Lowest cost0.03%VUG · $3 on $10k

Most income12.48%XCLR · $1,248 on $10k

Smallest drop−8.3%XCLR · worst fall in 1Y

Held in common[…]XCLR and VUG

XCLR

VUG

Global X - S&P 500 Collar 95-110 ETF · $4MVanguard Morningstar Growth ETF · $233B

+15.0%3 years · per year$15,215 · $18,532+22.8%

+8.0%5 years · per year$14,709 · $16,052+9.9%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

12.48%12-mo yield$1,248 · $43 on $10k0.43%

−8.3%Worst dropSmaller wins−15.1%

8.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXCLR · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk		0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

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

Cards for this view

XCLR vs VUG

XCLR

Global X - S&P 500 Collar 95-110

$14,709

VUG

Vanguard Morningstar Growth

$16,052

MeasureXCLRVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield12.48%0.43%

5 years, per year+8.0%+9.9%

3 years, per year+15.0%+22.8%

Worst drop · 1Y−8.3%−15.1%

Volatility · 1Y8.7%19.0%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XCLR, VUG

Today

[…]holdings […]

XCLRVUG

XCLR—[…]

VUG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee