Compare · 2 funds side by side · dividends reinvested

BSMS and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

BSMS and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.81%+1.4%+2.5%+4.2%+0.3%−3.0%2.0%$362M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BSMS 2019 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $362M$10,148

BSMS

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested

BSMSMeasureVTI

+1.4%Year to dateJan 1 → Nov 6+8.9%

+2.5%1 yearTotal return+9.9%

+4.2%3 years · per year$10,000 became $11,300 · $18,004+21.7%

+0.3%5 years · per year$10,000 became $10,148 · $16,375+10.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.81%Trailing 12-mo yield$281 · $109 a year on $10k1.09%

−3.0%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.7%

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

3–5VTI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMS vs VTI: Top 5 Holdings

Today

BSMS

[…]in top 5

VTI

in top 525.0%

BSMSStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BSMS vs VTI Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

BSMSVTIFaded: behind in that period

0–4VTI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BSMS vs VTI

YTD

InvescoBSMS

+1.4%

VTIVanguard

+8.9%

+1.4%Year to date+8.9%

−3.0%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y13.7%

2.8%Yield1.1%

$362MAssets$689B

3–1BSMS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMS, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

BSMS0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BSMS, VTI

2.81%highest, BSMS

FundTrailing yieldYield$10k

BSMS2.81%$281

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$263most kept, BSMS

BSMS$281 − $18 = $263

VTI$109 − $3 = $106

KeptFee

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

Overlap: BSMS, VTI

Today

[…]holdings […]

BSMSVTI

BSMS—[…]

VTI[…]—

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

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

BSMSWorst drop−3.0%2.0% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BSMSVTI

+1.4%Year to date+8.9%

2.8%Yield1.1%

+2.5%Past year+9.9%

0.18%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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