XLSR vs VUG

AXLSR

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · XLSR $15,519

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%XLSR · $40 on $10k

Smallest drop−11.1%XLSR · worst fall in 1Y

Held in common22.7%XLSR and VUG

XLSR

VUG

State Street US Sector Rotation ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+19.0%3 years · per year$16,861 · $19,712+25.4%

+9.2%5 years · per year$15,519 · $17,153+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.40%12-mo yield$40 · $40 on $10k0.40%

−11.1%Worst dropSmaller wins−16.1%

13.8%VolatilityLower wins18.2%

2–3VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · VUG

3.8%NVDA13.5%

3.7%AAPL12.5%

3.6%GOOGL5.2%

2.9%GOOG4.1%

Held in common22.7%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR vs VUG

XLSR

US Sector Rotation

$15,519

VUG

Vanguard Morningstar Growth

$17,153

MeasureXLSRVUG

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.40%0.40%

5 years, per year+9.2%+11.4%

3 years, per year+19.0%+25.4%

Worst drop · 1Y−11.1%−16.1%

Volatility · 1Y13.8%18.2%

3–2measures won
VUG first

22.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLSR, VUG

Today

22.7%most shared, XLSR and VUG

XLSRVUG

XLSR—22.7%

VUG22.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee