ZDIS vs IUSG

AZDIS

BIUSG

Measures won0–2IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IUSG $16,500

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common15.5%ZDIS and IUSG

ZDIS

IUSG

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $55MiShares Core S&P U.S. Growth ETF · $31.1B

[…]3 years · per year[…] · $19,299+24.5%

[…]5 years · per year[…] · $16,501+10.5%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $52 on $10k0.52%

[…]Worst dropSmaller wins−13.0%

[…]VolatilityLower wins19.1%

0–2IUSG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · IUSG

8.5%NVDA12.6%

4.0%AMZN3.9%

9.1%TSLA1.7%

3.9%CRWD0.6%

Held in common15.5%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$55M

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

ZDIS vs IUSG

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

IUSG

iShares Core S&P U.S. Growth

$16,501

MeasureZDISIUSG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%0.52%

5 years, per year[…]+10.5%

3 years, per year[…]+24.5%

Worst drop · 1Y[…]−13.0%

Volatility · 1Y[…]19.1%

2–0measures won
IUSG first

15.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: ZDIS, IUSG, VTV

Today

19.4%most shared, IUSG and VTV

ZDISIUSGVTV

ZDIS—15.5%0.0%

IUSG15.5%—19.4%

VTV0.0%19.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IUSG$52 − $4 = $48

ZDIS$0 − $75 = −$75

KeptFee

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