FMF vs VTI

AFMF

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FMF $12,730

Lowest cost0.03%VTI · $3 on $10k

Most income4.88%FMF · $488 on $10k

Smallest drop−4.5%FMF · worst fall in 1Y

Held in common[…]FMF and VTI

FMF

VTI

First Trust Managed Futures Strategy Fund · $294MVanguard Morningstar Total Stock Market ETF · $689B

+6.2%3 years · per year$11,988 · $18,004+21.7%

+4.9%5 years · per year$12,730 · $16,375+10.4%

0.98%Expense ratio$98 · $3 on $10k · lower wins0.03%

4.88%12-mo yield$488 · $109 on $10k1.09%

−4.5%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFMF · VTI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.88%	+0.2%	+9.7%	+11.1%	+6.2%	+4.9%	−4.5%	$294M

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	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.88%	+0.2%	+9.7%	+11.1%	+6.2%	+4.9%	−4.5%	$294M

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

FMF vs VTI

FMF

First Trust Managed Futures Strategy Fund

$12,731

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFMFVTI

Fee0.98%0.03%

Cost on $10k a year$98$3

Yield4.88%1.09%

5 years, per year+4.9%+10.4%

3 years, per year+6.2%+21.7%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y9.7%13.7%

3–3measures won
level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FMF, VTI

Today

[…]holdings […]

FMFVTI

FMF—[…]

VTI[…]—

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

Income After Fees on $10,000

$390most kept, FMF

FMF$488 − $98 = $390

VTI$109 − $3 = $106

KeptFee

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