XOEX vs VUG

AXOEX

BVUG

Measures won3–2XOEX wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.48%XOEX · $148 on $10k

Smallest drop−7.3%XOEX · worst fall in 1Y

Held in common9.5%XOEX and VUG

XOEX

VUG

Xtrackers S&P 100 Ex Top 20 ETF · $280MVanguard Morningstar Growth ETF · $233B

+19.2%3 years · per year$16,926 · $18,415+22.6%

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

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $42 on $10k0.42%

−7.3%Worst dropSmaller wins−15.1%

11.8%VolatilityLower wins19.0%

3–2XOEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEX · VUG

3.6%MA1.2%

1.5%LRCX1.1%

2.4%PLTR1.1%

1.7%AMAT1.1%

Held in common9.5%

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	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−0.3%	+10.5%	+14.4%	+19.2%	new	−7.3%	$280M

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	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−0.3%	+10.5%	+14.4%	+19.2%	new	−7.3%	$280M

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

XOEX vs VUG

XOEX

Xtrackers S&P 100 Ex Top 20

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureXOEXVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.48%0.42%

5 years, per year[…]+10.0%

3 years, per year+19.2%+22.6%

Worst drop · 1Y−7.3%−15.1%

Volatility · 1Y11.8%19.0%

3–2measures won
XOEX first

9.5%

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: XOEX, VUG

Today

9.5%most shared, XOEX and VUG

XOEXVUG

XOEX—9.5%

VUG9.5%—

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

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

VUG$42 − $3 = $39

KeptFee

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