FQAL vs VTI

AFQAL

BVTI

Measures won3–2FQAL wins · of 6 · 5Y

$10,000 · 5Y$16,392FQAL · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.19%FQAL · $119 on $10k

Smallest drop−8.4%FQAL · worst fall in 1Y

Held in common50.5%FQAL and VTI

FQAL

VTI

Fidelity Quality Factor ETF · $1.6BVanguard Morningstar Total Stock Market ETF · $689B

+20.4%3 years · per year$17,466 · $18,004+21.7%

+10.4%5 years · per year$16,392 · $16,375+10.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $109 on $10k1.09%

−8.4%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.7%

3–2FQAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFQAL · VTI

6.9%NVDA7.1%

8.1%AAPL6.6%

6.5%MSFT5.2%

4.4%GOOGL2.8%

Held in common50.5%

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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
2	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

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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
2	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

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

FQAL vs VTI

FQAL

Fidelity Quality Factor

$16,392

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFQALVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.19%1.09%

5 years, per year+10.4%+10.4%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y12.1%13.7%

3–2measures won
FQAL first

50.5%

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: FQAL, VTI

Today

50.5%most shared, FQAL and VTI

FQALVTI

FQAL—50.5%

VTI50.5%—

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

FQAL$119 − $15 = $104

KeptFee

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