FRI vs VTI

AFRI

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · FRI $11,730

Lowest cost0.03%VTI · $3 on $10k

Most income2.56%FRI · $256 on $10k

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

Held in common1.7%FRI and VTI

FRI

VTI

First Trust S&P REIT Index Fund · $209MVanguard Morningstar Total Stock Market ETF · $689B

+16.0%3 years · per year$15,611 · $18,113+21.9%

+3.2%5 years · per year$11,730 · $16,332+10.3%

0.51%Expense ratio$51 · $3 on $10k · lower wins0.03%

2.56%12-mo yield$256 · $110 on $10k1.10%

−12.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · VTI

12.9%WELL0.2%

9.0%PLD0.2%

4.7%EQIX0.1%

4.7%DLR0.1%

Held in common1.7%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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

FRI vs VTI

FRI

First Trust S&P REIT Index Fund

$11,730

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureFRIVTI

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield2.56%1.10%

5 years, per year+3.2%+10.3%

3 years, per year+16.0%+21.9%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y13.7%13.7%

4–1measures won
VTI first

1.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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: FRI, VTI

Today

1.7%most shared, FRI and VTI

FRIVTI

FRI—1.7%

VTI1.7%—

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

Income After Fees on $10,000

$205most kept, FRI

FRI$256 − $51 = $205

VTI$110 − $3 = $107

KeptFee

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