ASGM vs VT

AASGM

BVT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,576VT

Lowest cost0.06%VT · $6 on $10k

Most income3.90%ASGM · $390 on $10k

Smallest drop−8.3%ASGM · worst fall in 1Y

Held in common0.0%ASGM and VT

ASGM

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETF · $10MVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,695+21.0%

[…]5 years · per year[…] · $15,576+9.3%

0.86%Expense ratio$86 · $6 on $10k · lower wins0.06%

3.90%12-mo yield$390 · $159 on $10k1.59%

−8.3%Worst dropSmaller wins−9.7%

17.0%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsASGM · VT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.90%	−3.4%	+15.7%	+18.8%	new	new	−8.3%	$10M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.90%	−3.4%	+15.7%	+18.8%	new	new	−8.3%	$10M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ASGM vs VT

ASGM

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro

[…]

Vanguard Total World Stock

$15,576

MeasureASGMVT

Fee0.86%0.06%

Cost on $10k a year$86$6

Yield3.90%1.59%

5 years, per year[…]+9.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y17.0%14.7%

2–2measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ASGM, VT

Today

0.0%most shared, ASGM and VT

ASGMVT

ASGM—0.0%

VT0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$304most kept, ASGM

ASGM$390 − $86 = $304

VT$159 − $6 = $153

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee