FBCV vs VTI

AFBCV

BVTI

Measures won4–2FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,083FBCV · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income2.26%FBCV · $226 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common23.9%FBCV and VTI

FBCV

VTI

Fidelity Blue Chip Value ETF · $199MVanguard Morningstar Total Stock Market ETF · $689B

+20.1%3 years · per year$17,316 · $18,090+21.8%

+11.3%5 years · per year$17,083 · $16,697+10.8%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

2.26%12-mo yield$226 · $106 on $10k1.06%

−7.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.9%

4–2FBCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · VTI

6.0%MSFT5.2%

4.2%AAPL6.6%

6.6%AMZN3.3%

1.9%META2.2%

Held in common23.9%

End-of-day Nov 9, 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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBCV vs VTI

FBCV

Fidelity Blue Chip Value

$17,083

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureFBCVVTI

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield2.26%1.06%

5 years, per year+11.3%+10.8%

3 years, per year+20.1%+21.8%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.1%13.9%

4–2measures won
FBCV first

23.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FBCV, VTI

Today

23.9%most shared, FBCV and VTI

FBCVVTI

FBCV—23.9%

VTI23.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$169most kept, FBCV

FBCV$226 − $57 = $169

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee