CBLS vs VTI

ACBLS

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · CBLS $10,753

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common10.8%CBLS and VTI

CBLS

VTI

Clough Hedged Equity ETF · $48MVanguard Morningstar Total Stock Market ETF · $689B

+14.4%3 years · per year$14,970 · $18,113+21.9%

+1.5%5 years · per year$10,753 · $16,332+10.3%

1.89%Expense ratio$189 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $110 on $10k1.10%

−19.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.7%

0–6VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · VTI

2.3%MSFT5.2%

2.1%AVGO2.3%

2.1%AMZN3.3%

2.1%LLY1.3%

Held in common10.8%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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

CBLS vs VTI

CBLS

Clough Hedged Equity

$10,753

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureCBLSVTI

Fee1.89%0.03%

Cost on $10k a year$189$3

Yield0.90%1.10%

5 years, per year+1.5%+10.3%

3 years, per year+14.4%+21.9%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y19.5%13.7%

6–0measures won
VTI first

10.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CBLS, VTI

Today

10.8%most shared, CBLS and VTI

CBLSVTI

CBLS—10.8%

VTI10.8%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

CBLS$90 − $189 = −$99

KeptFee

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