DIAL vs VTI

ADIAL

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,332VTI · DIAL $10,204

Lowest cost0.03%VTI · $3 on $10k

Most income5.28%DIAL · $528 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]DIAL and VTI

DIAL

VTI

Columbia Diversified Fixed Income Allocation ETF · $421MVanguard Morningstar Total Stock Market ETF · $689B

+7.2%3 years · per year$12,317 · $18,113+21.9%

+0.4%5 years · per year$10,204 · $16,332+10.3%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

5.28%12-mo yield$528 · $110 on $10k1.10%

−4.7%Worst dropSmaller wins−8.9%

4.6%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIAL · 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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$421M

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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$421M

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

DIAL vs VTI

DIAL

Columbia Diversified Fixed Income Allocation

$10,204

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureDIALVTI

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield5.28%1.10%

5 years, per year+0.4%+10.3%

3 years, per year+7.2%+21.9%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y4.6%13.7%

3–3measures won
level

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$92.8B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIAL, VTI

Today

[…]holdings […]

DIALVTI

DIAL—[…]

VTI[…]—

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

Income After Fees on $10,000

$499most kept, DIAL

DIAL$528 − $29 = $499

VTI$110 − $3 = $107

KeptFee

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