ZDIS vs VONG

AZDIS

BVONG

Measures won0–2VONG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VONG $15,410

Lowest cost0.03%VUG · $3 on $10k

Most income0.51%VONG · $51 on $10k

Smallest drop−14.6%VONG · worst fall in 1Y

Held in common15.0%ZDIS and VONG

ZDIS

VONG

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60MVanguard Russell 1000 Growth ETF · $47.1B

[…]3 years · per year[…] · $17,117+19.6%

[…]5 years · per year[…] · $15,410+9.0%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $51 on $10k0.51%

[…]Worst dropSmaller wins−14.6%

[…]VolatilityLower wins19.3%

0–2VONG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · VONG

8.6%NVDA15.6%

9.3%TSLA3.0%

3.9%CRWD0.8%

3.8%AMZN0.6%

Held in common15.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.51%	−6.4%	−6.4%	−7.5%	+19.6%	+9.0%	−14.6%	$47.1B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−8.3%	new	new	new	new	[…]	$60M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.51%	−6.4%	−6.4%	−7.5%	+19.6%	+9.0%	−14.6%	$47.1B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−8.3%	new	new	new	new	[…]	$60M

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

ZDIS vs VONG

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

VONG

Vanguard Russell 1000 Growth

$15,410

MeasureZDISVONG

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.00%0.51%

5 years, per year[…]+9.0%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−14.6%

Volatility · 1Y[…]19.3%

2–0measures won
VONG first

15.0%

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: ZDIS, VONG, VUG

Today

77.9%most shared, VONG and VUG

ZDISVONGVUG

ZDIS—15.0%17.5%

VONG15.0%—77.9%

VUG17.5%77.9%—

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

Income After Fees on $10,000

$45most kept, VONG

VONG$51 − $6 = $45

VUG$43 − $3 = $40

ZDIS$0 − $75 = −$75

KeptFee

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