CDL vs VTI

ACDL

BVTI

Measures won3–2CDL wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · CDL $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income3.04%CDL · $304 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common9.5%CDL and VTI

CDL

VTI

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408MVanguard Morningstar Total Stock Market ETF · $689B

+19.5%3 years · per year$17,046 · $18,113+21.9%

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

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

3.04%12-mo yield$304 · $110 on $10k1.10%

−7.9%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.7%

3–2CDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · VTI

1.0%XOM0.9%

1.1%ABBV0.6%

1.1%CVX0.5%

1.4%PG0.5%

Held in common9.5%

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	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

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	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

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

CDL vs VTI

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureCDLVTI

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield3.04%1.10%

5 years, per year+10.3%+10.3%

3 years, per year+19.5%+21.9%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.1%13.7%

3–2measures won
CDL first

9.5%

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: CDL, VTI

Today

9.5%most shared, CDL and VTI

CDLVTI

CDL—9.5%

VTI9.5%—

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

VTI$110 − $3 = $107

KeptFee

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