Compare · 2 funds side by side · dividends reinvested

CBSE and VTI

CBSEChangebridge×VTIVanguard×

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

02 / 04

CBSE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.1

Clough Select Equity ETFUnsorted0.85%0.32%+7.5%+8.4%+26.0%+7.7%−23.8%26.6%$42M1.9

Rank among the two1st → 2ndFee, 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: CBSE 2020 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Clough Select Equity ETF · $42M$14,506

CBSE

VTI

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

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

CBSEMeasureVTI

+7.5%Year to dateJan 1 → Nov 9+11.6%

+8.4%1 yearTotal return+13.9%

+26.0%3 years · per year$10,000 became $20,009 · $18,090+21.8%

+7.7%5 years · per year$10,000 became $14,506 · $16,697+10.8%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.32%Trailing 12-mo yield$32 · $106 a year on $10k1.06%

−23.8%Worst dropSmaller is better−8.9%

26.6%VolatilityLower is calmer13.9%

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

1–7VTI wins

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

More Ways to See the Pairs

CBSE vs VTI: Top 5 Holdings

Today

CBSE

16.6%in top 5

VTI

in top 525.0%

CBSEStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

3.9%SNnot top 5

3.6%ROLnot top 5

not top 5AMZN3.3%

3.1%SXTnot top 5

3.0%CMGnot top 5

3.0%PHMnot top 5

not top 5GOOGL2.8%

Held in common14.6%

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

CBSE vs VTI Returns, Every Period

ChangebridgeCBSE

+7.7%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

CBSEVTIFaded: behind in that period

1–3VTI wins

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

Unsorted vs Core: CBSE vs VTI

YTD

ChangebridgeCBSE

+7.5%

VTIVanguard

+11.6%

+7.5%Year to date+11.6%

−23.8%Worst drop · 1Y−8.9%

26.6%Volatility · 1Y13.9%

0.3%Yield1.1%

$42.3MAssets$689B

4–0VTI wins

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

Cost, Income and Risk

Fees: CBSE, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

CBSE0.85%$85

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

Yields: CBSE, VTI

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

CBSE0.32%$32

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

CBSE$32 − $85 = −$53

KeptFee

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

Overlap: CBSE, VTI

Today

14.6%most shared, CBSE and VTI

CBSEVTI

CBSE—14.6%

VTI14.6%—

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

Return vs Bumpiness: 2 ETFs

+13.9%VTI, at 13.9% volatility

VTIWorst drop−8.9%13.9% vol

CBSEWorst drop−23.8%26.6% vol

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

Paid More vs Made More

YTD

VTICBSE

+11.6%Year to date+7.5%

1.1%Yield0.3%

+13.9%Past year+8.4%

0.03%Fee0.85%

4–0VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026