CBSE vs VTI

ACBSE

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common14.6%CBSE and VTI

CBSE

VTI

Clough Select Equity ETF · $42MVanguard Morningstar Total Stock Market ETF · $689B

+26.0%3 years · per year$20,009 · $18,090+21.8%

+7.7%5 years · per year$14,506 · $16,697+10.8%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

0.32%12-mo yield$32 · $106 on $10k1.06%

−23.8%Worst dropSmaller wins−8.9%

26.6%VolatilityLower wins13.9%

1–5VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBSE · VTI

2.8%MSFT5.2%

2.4%NVDA7.1%

2.3%AMZN3.3%

2.5%AVGO2.3%

Held in common14.6%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.32%	+4.3%	+7.5%	+8.4%	+26.0%	+7.7%	−23.8%	$42M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACBSE	Clough Select Equity ETFRead Desk	0.85%	0.32%	+4.3%	+7.5%	+8.4%	+26.0%	+7.7%	−23.8%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBSE vs VTI

CBSE

Clough Select Equity

$14,506

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureCBSEVTI

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield0.32%1.06%

5 years, per year+7.7%+10.8%

3 years, per year+26.0%+21.8%

Worst drop · 1Y−23.8%−8.9%

Volatility · 1Y26.6%13.9%

5–1measures won
VTI first

14.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: CBSE, VTI, IVV

Today

86.0%most shared, VTI and IVV

CBSEVTIIVV

CBSE—14.6%14.7%

VTI14.6%—86.0%

IVV14.7%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

CBSE$32 − $85 = −$53

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee