FCVT vs VTI

AFCVT

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FCVT $10,995

Lowest cost0.03%VTI · $3 on $10k

Most income1.28%FCVT · $128 on $10k

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

Held in common0.1%FCVT and VTI

FCVT

VTI

First Trust SSI Strategic Convertible Securities ETF · $78MVanguard Morningstar Total Stock Market ETF · $689B

+14.8%3 years · per year$15,110 · $18,004+21.7%

+1.9%5 years · per year$10,995 · $16,375+10.4%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $109 on $10k1.09%

−22.3%Worst dropSmaller wins−8.9%

21.1%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · VTI

0.4%LITE0.1%

Held in common0.1%

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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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

FCVT vs VTI

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFCVTVTI

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.28%1.09%

5 years, per year+1.9%+10.4%

3 years, per year+14.8%+21.7%

Worst drop · 1Y−22.3%−8.9%

Volatility · 1Y21.1%13.7%

5–1measures won
VTI first

0.1%

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$92.8B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FCVT, VTI

Today

0.1%most shared, FCVT and VTI

FCVTVTI

FCVT—0.1%

VTI0.1%—

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

FCVT$128 − $95 = $33

KeptFee

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