DVAL vs VTI

ADVAL

BVTI

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI

Lowest cost0.03%VTI · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and VTI

DVAL

VTI

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MVanguard Morningstar Total Stock Market ETF · $689B

+15.6%3 years · per year$15,457 · $18,113+21.9%

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

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

5.15%12-mo yield$515 · $110 on $10k1.10%

−6.2%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.7%

3–2DVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVAL · 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	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

DVAL vs VTI

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureDVALVTI

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield5.15%1.10%

5 years, per year[…]+10.3%

3 years, per year+15.6%+21.9%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.4%13.7%

3–2measures won
DVAL 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: DVAL, VTI

Today

[…]holdings […]

DVALVTI

DVAL—[…]

VTI[…]—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VTI$110 − $3 = $107

KeptFee

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