XJR vs VUG

AXJR

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · XJR $13,086

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%XJR · $95 on $10k

Smallest drop−10.2%XJR · worst fall in 1Y

Held in common0.0%XJR and VUG

XJR

VUG

iShares ESG Select Screened S&P Small-Cap ETF · $218MVanguard Morningstar Growth ETF · $233B

+17.6%3 years · per year$16,248 · $18,532+22.8%

+5.5%5 years · per year$13,086 · $16,052+9.9%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.95%12-mo yield$95 · $43 on $10k0.43%

−10.2%Worst dropSmaller wins−15.1%

16.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · VUG

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

Held in common0.0%

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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

XJR vs VUG

XJR

iShares ESG Select Screened S&P Small-Cap

$13,086

VUG

Vanguard Morningstar Growth

$16,052

MeasureXJRVUG

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.95%0.43%

5 years, per year+5.5%+9.9%

3 years, per year+17.6%+22.8%

Worst drop · 1Y−10.2%−15.1%

Volatility · 1Y16.9%19.0%

3–3measures won
level

0.0%

holdings shared

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: XJR, VUG

Today

0.0%most shared, XJR and VUG

XJRVUG

XJR—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$83most kept, XJR

XJR$95 − $12 = $83

VUG$43 − $3 = $40

KeptFee

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