FCTR vs VTI

AFCTR

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FCTR $9,336

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common17.9%FCTR and VTI

FCTR

VTI

First Trust Lunt U.S. Factor Rotation ETF · $45MVanguard Morningstar Total Stock Market ETF · $689B

+11.9%3 years · per year$14,020 · $18,004+21.7%

−1.4%5 years · per year$9,336 · $16,375+10.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.65%12-mo yield$65 · $109 on $10k1.09%

−22.9%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins13.7%

0–6VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · VTI

1.2%V0.8%

1.1%MA0.6%

0.6%JNJ0.9%

0.8%PG0.5%

Held in common17.9%

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

Both

5Y2 funds

#			Trend
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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$45M

End-of-day Nov 6, 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%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$45M

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

FCTR vs VTI

FCTR

First Trust Lunt U.S. Factor Rotation

$9,336

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFCTRVTI

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.65%1.09%

5 years, per year−1.4%+10.4%

3 years, per year+11.9%+21.7%

Worst drop · 1Y−22.9%−8.9%

Volatility · 1Y21.0%13.7%

6–0measures won
VTI first

17.9%

holdings shared

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$93.2B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FCTR, VTI

Today

17.9%most shared, FCTR and VTI

FCTRVTI

FCTR—17.9%

VTI17.9%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

FCTR$65 − $65 = $0

KeptFee

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