DEMZ vs VTV

ADEMZ

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DEMZ $17,163

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common5.1%DEMZ and VTV

DEMZ

VTV

Democratic Large Cap Core ETF · $67MVanguard Morningstar Value ETF · $184B

+22.4%3 years · per year$18,354 · $17,687+20.9%

+11.4%5 years · per year$17,163 · $17,585+12.0%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $187 on $10k1.87%

−12.3%Worst dropSmaller wins−6.4%

15.4%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · VTV

1.1%IBM0.8%

2.8%DIS0.7%

1.6%CRM0.7%

2.2%DHR0.5%

Held in common5.1%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$67M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$67M

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

DEMZ vs VTV

DEMZ

Democratic Large Cap Core

$17,163

VTV

Vanguard Morningstar Value

$17,585

MeasureDEMZVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.89%1.87%

5 years, per year+11.4%+12.0%

3 years, per year+22.4%+20.9%

Worst drop · 1Y−12.3%−6.4%

Volatility · 1Y15.4%10.7%

5–1measures won
VTV first

5.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DEMZ, VTV

Today

5.1%most shared, DEMZ and VTV

DEMZVTV

DEMZ—5.1%

VTV5.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DEMZ$89 − $45 = $44

KeptFee

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