Compare · 2 funds side by side · dividends reinvested

FWD and VTI

FWDAlliance Bernstein×VTIVanguard×

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

02 / 04

FWD 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%$689B1.1

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+6.0%+3.0%+29.9%[…]−27.3%31.0%$2.9B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FWD 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $2.9B[…]

FWD

VTI

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

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

FWDMeasureVTI

+6.0%Year to dateJan 1 → Nov 6+8.9%

+3.0%1 yearTotal return+9.9%

+29.9%3 years · per year$10,000 became $21,926 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.10%Trailing 12-mo yield$10 · $109 a year on $10k1.09%

−27.3%Worst dropSmaller is better−8.9%

31.0%VolatilityLower is calmer13.7%

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

1–6VTI wins

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

More Ways to See the Pairs

FWD vs VTI: Top 5 Holdings

Today

FWD

14.6%in top 5

VTI

in top 525.0%

FWDStockVTI

3.6%NVDA7.1%

not top 5AAPL6.6%

3.6%MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.5%METAnot top 5

2.4%AVGOnot top 5

2.4%LLYnot top 5

Held in common30.9%

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

FWD vs VTI Returns, Every Period

Alliance BernsteinFWD

+3.0%

past year

VTIVanguard

+9.9%

past year

FWDVTIFaded: behind in that period

1–2VTI wins

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

Unsorted vs Core: FWD vs VTI

YTD

Alliance BernsteinFWD

+6.0%

VTIVanguard

+8.9%

+6.0%Year to date+8.9%

−27.3%Worst drop · 1Y−8.9%

31.0%Volatility · 1Y13.7%

0.1%Yield1.1%

$2.9BAssets$689B

4–0VTI wins

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

Cost, Income and Risk

Fees: FWD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

FWD0.65%$65

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

Yields: FWD, VTI

1.09%highest, VTI

FundTrailing yieldYield$10k

VTI1.09%$109

FWD0.10%$10

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, VTI

Today

30.9%most shared, FWD and VTI

FWDVTI

FWD—30.9%

VTI30.9%—

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

VTIWorst drop−8.9%13.7% vol

FWDWorst drop−27.3%31.0% vol

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

Paid More vs Made More

YTD

VTIFWD

+8.9%Year to date+6.0%

1.1%Yield0.1%

+9.9%Past year+3.0%

0.03%Fee0.65%

4–0VTI 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