GISC vs VTI

AGISC

BVTI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VTI $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.3%GISC and VTI

GISC

VTI

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,113+21.9%

[…]5 years · per year[…] · $16,332+10.3%

0.47%Expense ratio$47 · $3 on $10k · lower wins0.03%

1.96%12-mo yield$196 · $110 on $10k1.10%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGISC · VTI

0.8%BX0.1%

5.4%VMC0.0%

0.8%EQT0.0%

48.4%FN0.0%

Held in common0.3%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	+0.1%	new	new	new	new	[…]	$93M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	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
3	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	+0.1%	new	new	new	new	[…]	$93M

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

GISC vs VTI

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureGISCVTI

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield1.96%1.10%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

1–1measures won
level

0.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GISC, VTI, SCHD

Today

7.1%most shared, VTI and SCHD

GISCVTISCHD

GISC—0.3%0.8%

VTI0.3%—7.1%

SCHD0.8%7.1%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GISC$196 − $47 = $149

VTI$110 − $3 = $107

KeptFee

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