FITE vs VTV

AFITE

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.4%FITE and VTV

FITE

VTV

State Street SPDR S&P Kensho Future Security ETF · $150MVanguard Morningstar Value ETF · $184B

+33.6%3 years · per year$23,859 · $17,832+21.3%

+15.5%5 years · per year$20,557 · $17,626+12.0%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $186 on $10k1.86%

−15.3%Worst dropSmaller wins−6.4%

28.8%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · VTV

1.2%CSCO1.4%

1.5%RTX0.9%

1.5%LMT0.4%

1.1%GD0.3%

Held in common3.4%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.12%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$150M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.12%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$150M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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

FITE vs VTV

FITE

SPDR S&P Kensho Future Security

$20,557

VTV

Vanguard Morningstar Value

$17,626

MeasureFITEVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.12%1.86%

5 years, per year+15.5%+12.0%

3 years, per year+33.6%+21.3%

Worst drop · 1Y−15.3%−6.4%

Volatility · 1Y28.8%10.7%

4–2measures won
VTV first

3.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FITE, VTV

Today

3.4%most shared, FITE and VTV

FITEVTV

FITE—3.4%

VTV3.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FITE$12 − $45 = −$33

KeptFee

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