Compare · 3 funds side by side · dividends reinvested

ACVT, VTI and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

ACVT, VTI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.56%+4.4%+5.3%[…][…]−4.8%6.4%$43M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ACVT 2025 · VTI 2001 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Advent Convertible Bond ETF · $43M[…]

ACVT

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ACVTMeasureVTI

+4.4%Year to dateJan 1 → Nov 9+11.6%

+5.3%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

1.56%Trailing 12-mo yield$156 · $106 a year on $10k1.06%

−4.8%Worst dropSmaller is better−8.9%

6.4%VolatilityLower is calmer13.9%

ACVTVTI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVT vs VTI: Top 5 Holdings

Today

ACVT

7.2%in top 5

VTI

in top 525.0%

ACVTStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

3.1%WFC-PLnot top 5

not top 5GOOGL2.8%

2.3%GOOGNnot top 5

1.8%METAMnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ACVT vs VTI Returns, Every Period

AdventACVT

+5.3%

past year

VTIVanguard

+13.9%

past year

ACVTVTIFaded: behind in that period

0–2VTI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ACVT vs SGOV

YTD

AdventACVT

+4.4%

SGOViShares

+3.2%

+4.4%Year to date+3.2%

−4.8%Worst drop · 1Y+0.0%

6.4%Volatility · 1Y0.2%

1.6%Yield3.6%

$42.5MAssets$117B

3–1SGOV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVT, VTI, SGOV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SGOV0.09%$9

ACVT0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACVT, VTI, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

ACVT1.56%$156

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

VTI$106 − $3 = $103

ACVT$156 − $80 = $76

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACVT, VTI, SGOV

Today

0.0%most shared, ACVT and VTI

ACVTVTISGOV

ACVT—0.0%[…]

VTI0.0%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

SGOVWorst drop0.0%0.2% vol

ACVTWorst drop−4.8%6.4% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVVTI

+3.2%Year to date+11.6%

3.6%Yield1.1%

+3.8%Past year+13.9%

0.09%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026