ISCV vs VTI

AISCV

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · ISCV $14,743

Lowest cost0.03%VTI · $3 on $10k

Most income1.92%ISCV · $192 on $10k

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

Held in common5.3%ISCV and VTI

ISCV

VTI

iShares Morningstar Small Cap Value ETF · $687MVanguard Morningstar Total Stock Market ETF · $689B

+19.2%3 years · per year$16,927 · $18,004+21.7%

+8.1%5 years · per year$14,743 · $16,375+10.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.92%12-mo yield$192 · $109 on $10k1.09%

−9.3%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · VTI

0.6%BBY0.0%

0.2%ZBRA0.0%

0.3%RVTY0.0%

0.2%IEX0.0%

Held in common5.3%

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

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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.92%	−0.3%	+15.3%	+20.1%	+19.2%	+8.1%	−9.3%	$687M

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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.92%	−0.3%	+15.3%	+20.1%	+19.2%	+8.1%	−9.3%	$687M

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

ISCV vs VTI

ISCV

iShares Morningstar Small Cap Value

$14,743

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureISCVVTI

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.92%1.09%

5 years, per year+8.1%+10.4%

3 years, per year+19.2%+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.6%13.7%

5–1measures won
VTI first

5.3%

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$92.8B

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: ISCV, VTI

Today

5.3%most shared, ISCV and VTI

ISCVVTI

ISCV—5.3%

VTI5.3%—

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

Income After Fees on $10,000

$186most kept, ISCV

ISCV$192 − $6 = $186

VTI$109 − $3 = $106

KeptFee

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