Compare · 3 funds side by side · dividends reinvested

FITE, VTV and IJR

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,417FITE · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

FITE, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.12%+24.3%+22.2%+30.8%+14.2%−16.3%30.0%$148M2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: FITE 2017 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Future Security ETF · $148M$19,417

FITE

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FITE

More Ways to See the Pairs

FITE vs VTV: Top 5 Holdings

Today

FITE

11.3%in top 5

VTV

in top 515.8%

FITEStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.7%RPDnot top 5

not top 5XOM2.6%

Cost, Income and Risk

Fees: FITE, VTV, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

FITE0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FITE, VTV, IJR

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VTV

+24.3%Year to dateJan 1 → Nov 12+21.7%

+22.2%1 yearTotal return+24.0%

+30.8%3 years · per year$10,000 became $22,401 · $17,795+21.2%

+14.2%5 years · per year$10,000 became $19,418 · $17,885+12.3%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $182 a year on $10k1.82%

−16.3%Worst dropSmaller is better−6.4%

30.0%VolatilityLower is calmer10.8%

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

3–5VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JNJ2.4%

2.2%QLYSnot top 5

2.1%TENBnot top 5

2.1%Snot top 5

2.1%OKTAnot top 5

Held in common3.4%

End-of-day Nov 12, 2026 · share of each fund

FITE vs VTV Returns, Every Period

5Y

SPDRFITE

+14.2%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

FITEVTVFaded: behind in that period

3–1FITE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FITE vs VTV

YTD

SPDRFITE

+24.3%

VTVVanguard

+21.7%

+24.3%Year to date+21.7%

−16.3%Worst drop · 1Y−6.4%

30.0%Volatility · 1Y10.8%

0.1%Yield1.8%

$148MAssets$184B

3–1VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

IJR1.21%$121

FITE0.12%$12

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

IJR$121 − $6 = $115

FITE$12 − $45 = −$33

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FITE, VTV, IJR

Today

3.4%most shared, FITE and VTV

FITEVTVIJR

FITE—3.4%3.2%

VTV3.4%—0.0%

IJR3.2%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.4% vol

FITEWorst drop−16.3%30.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFITE

+21.7%Year to date+24.3%

1.8%Yield0.1%

+24.0%Past year+22.2%

0.03%Fee0.45%

3–1VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FITE, VTV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three