FXED vs VTI

AFXED

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income7.43%FXED · $743 on $10k

Smallest drop−6.2%FXED · worst fall in 1Y

Held in common0.3%FXED and VTI

FXED

VTI

Sound Enhanced Fixed Income ETF · $40MVanguard Morningstar Total Stock Market ETF · $689B

+6.6%3 years · per year$12,100 · $18,004+21.7%

+1.6%5 years · per year$10,812 · $16,375+10.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

7.43%12-mo yield$743 · $109 on $10k1.09%

−6.2%Worst dropSmaller wins−8.9%

8.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXED · VTI

1.2%AMT0.1%

1.2%O0.1%

1.8%VICI0.0%

0.6%OHI0.0%

Held in common0.3%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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
3	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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
3	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M

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

FXED vs VTI

FXED

Sound Enhanced Fixed Income

$10,812

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFXEDVTI

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield7.43%1.09%

5 years, per year+1.6%+10.4%

3 years, per year+6.6%+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y8.9%13.7%

3–3measures won
level

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FXED, VTI, IVV

Today

85.5%most shared, VTI and IVV

FXEDVTIIVV

FXED—0.3%0.3%

VTI0.3%—85.5%

IVV0.3%85.5%—

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

Income After Fees on $10,000

$694most kept, FXED

FXED$743 − $49 = $694

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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