CBLS vs VTI

ACBLS

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common14.8%CBLS and VTI

CBLS

VTI

Clough Hedged Equity ETF · $34MVanguard Morningstar Total Stock Market ETF · $689B

+14.0%3 years · per year$14,811 · $18,004+21.7%

+1.3%5 years · per year$10,693 · $16,375+10.4%

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

0.90%12-mo yield$90 · $109 on $10k1.09%

−21.2%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins13.7%

0–6VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBLS · VTI

2.6%MSFT5.2%

2.4%AMZN3.3%

2.3%NVDA7.1%

2.3%AVGO2.3%

Held in common14.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M

End-of-day Nov 6, 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

$10,693

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureCBLSVTI

Fee1.89%0.03%

Cost on $10k a year$189$3

Yield0.90%1.09%

5 years, per year+1.3%+10.4%

3 years, per year+14.0%+21.7%

Worst drop · 1Y−21.2%−8.9%

Volatility · 1Y19.9%13.7%

6–0measures won
VTI first

14.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CBLS, VTI, IVV

Today

85.5%most shared, VTI and IVV

CBLSVTIIVV

CBLS—14.8%15.1%

VTI14.8%—85.5%

IVV15.1%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

CBLS$90 − $189 = −$99

KeptFee

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