ITDI vs VTI

AITDI

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.50%ITDI · $150 on $10k

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

Held in common58.0%ITDI and VTI

ITDI

VTI

iShares LifePath Target Date 2065 ETF · $29MVanguard Morningstar Total Stock Market ETF · $689B

+20.7%3 years · per year$17,564 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $109 on $10k1.09%

−9.6%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDI · VTI

4.2%AAPL6.6%

3.6%NVDA7.1%

3.4%MSFT5.2%

2.2%AMZN3.3%

Held in common58.0%

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	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.50%	+0.2%	+8.7%	+10.7%	+20.7%	new	−9.6%	$29M

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	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.50%	+0.2%	+8.7%	+10.7%	+20.7%	new	−9.6%	$29M

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

ITDI vs VTI

ITDI

iShares LifePath Target Date 2065

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureITDIVTI

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.50%1.09%

5 years, per year[…]+10.4%

3 years, per year+20.7%+21.7%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.6%13.7%

4–1measures won
VTI first

58.0%

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: ITDI, VTI

Today

58.0%most shared, ITDI and VTI

ITDIVTI

ITDI—58.0%

VTI58.0%—

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

Income After Fees on $10,000

$138most kept, ITDI

ITDI$150 − $12 = $138

VTI$109 − $3 = $106

KeptFee

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