DFSD vs VTI

ADFSD

BVTI

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI

Lowest cost0.03%VTI · $3 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and VTI

DFSD

VTI

Dimensional - Short Duration Fixed Income ETF · $7.4BVanguard Morningstar Total Stock Market ETF · $689B

+5.2%3 years · per year$11,637 · $18,113+21.9%

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

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

4.50%12-mo yield$450 · $110 on $10k1.10%

−1.7%Worst dropSmaller wins−8.9%

2.1%VolatilityLower wins13.7%

3–2DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSD · VTI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

DFSD vs VTI

DFSD

Dimensional - Short Duration Fixed Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureDFSDVTI

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield4.50%1.10%

5 years, per year[…]+10.3%

3 years, per year+5.2%+21.9%

Worst drop · 1Y−1.7%−8.9%

Volatility · 1Y2.1%13.7%

3–2measures won
DFSD first

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: DFSD, VTI

Today

[…]holdings […]

DFSDVTI

DFSD—[…]

VTI[…]—

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

VTI$110 − $3 = $107

KeptFee

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