ZDIS vs VUG

AZDIS

BVUG

Measures won0–2VUG wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common17.4%ZDIS and VUG

ZDIS

VUG

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $40 on $10k0.40%

[…]Worst dropSmaller wins−16.1%

[…]VolatilityLower wins18.2%

0–2VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · VUG

8.8%NVDA13.5%

3.5%AMZN4.3%

9.5%TSLA2.7%

4.0%CRWD0.7%

Held in common17.4%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−1.3%	new	new	new	new	[…]	$60M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−1.3%	new	new	new	new	[…]	$60M

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

ZDIS vs VUG

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureZDISVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y[…]−16.1%

Volatility · 1Y[…]18.2%

2–0measures won
VUG first

17.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

Overlap: ZDIS, VUG, VOO

Today

58.2%most shared, VUG and VOO

ZDISVUGVOO

ZDIS—17.4%14.3%

VUG17.4%—58.2%

VOO14.3%58.2%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

VUG$40 − $3 = $37

ZDIS$0 − $75 = −$75

KeptFee

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