DFSD vs VTI

ADFSD

BVTI

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · VCIT $10,493

Lowest cost0.03%VTI · $3 on $10k

Most income5.02%VCIT · $502 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

+5.0%3 years · per year$11,573 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

4.50%12-mo yield$450 · $109 on $10k1.09%

−1.7%Worst dropSmaller wins−8.9%

2.1%VolatilityLower wins13.7%

3–2DFSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSD · VTI

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

Held in common[…]

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	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

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	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B

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

DFSD vs VTI

DFSD

Dimensional - Short Duration Fixed Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureDFSDVTI

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield4.50%1.09%

5 years, per year[…]+10.4%

3 years, per year+5.0%+21.7%

Worst drop · 1Y−1.7%−8.9%

Volatility · 1Y2.1%13.7%

3–2measures won
DFSD first

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFSD, VTI, VCIT

Today

[…]holdings […]

DFSDVTIVCIT

DFSD—[…][…]

VTI[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

DFSD$450 − $17 = $433

VTI$109 − $3 = $106

KeptFee

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