DUSB vs VTI

ADUSB

BVTI

Measures won3–2DUSB wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI

Lowest cost0.03%VTI · $3 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop−0.2%DUSB · worst fall in 1Y

Held in common[…]DUSB and VTI

DUSB

VTI

Dimensional Ultrashort Fixed Income ETF · $2.8BVanguard Morningstar Total Stock Market ETF · $689B

+4.9%3 years · per year$11,527 · $19,059+24.0%

[…]5 years · per year[…] · $17,257+11.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

3.92%12-mo yield$392 · $105 on $10k1.05%

−0.2%Worst dropSmaller wins−8.9%

0.6%VolatilityLower wins13.1%

3–2DUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUSB · VTI

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

Held in common[…]

End-of-day Nov 4, 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%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

End-of-day Nov 4, 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%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DUSB vs VTI

DUSB

Dimensional Ultrashort Fixed Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$17,257

MeasureDUSBVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield3.92%1.05%

5 years, per year[…]+11.5%

3 years, per year+4.9%+24.0%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.6%13.1%

3–2measures won
DUSB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DUSB, VTI

Today

[…]holdings […]

DUSBVTI

DUSB—[…]

VTI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

VTI$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee