ITOT vs VTI

AITOT

BVTI

Measures won0–1VTI wins · of 6 · 5Y

$10,000 · 5Y$16,880VTI · ITOT $16,875

Lowest cost0.03%ITOT · $3 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common93.7%ITOT and VTI

ITOT

VTI

iShares Core S&P Total U.S. Stock Market ETF · $95.4BVanguard Morningstar Total Stock Market ETF · $689B

+23.8%3 years · per year$18,979 · $18,987+23.8%

+11.0%5 years · per year$16,875 · $16,880+11.0%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.02%12-mo yield$102 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.0%

0–1VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsITOT · VTI

6.7%NVDA7.1%

6.9%AAPL6.6%

5.3%MSFT5.2%

3.2%AMZN3.3%

Held in common93.7%

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
2	AITOT	iShares Core S&P Total U.S. Stock Market ETFRead Desk		0.03%	1.02%	+0.3%	+11.6%	+11.8%	+23.8%	+11.0%	−8.9%	$95.4B

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
2	AITOT	iShares Core S&P Total U.S. Stock Market ETFRead Desk		0.03%	1.02%	+0.3%	+11.6%	+11.8%	+23.8%	+11.0%	−8.9%	$95.4B

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

Cards for this view

ITOT vs VTI

ITOT

iShares Core S&P Total U.S. Stock Market

$16,875

VTI

Vanguard Morningstar Total Stock Market

$16,880

MeasureITOTVTI

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.02%1.06%

5 years, per year+11.0%+11.0%

3 years, per year+23.8%+23.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.0%13.0%

1–0measures won
VTI first

93.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ITOT, VTI

Today

93.7%most shared, ITOT and VTI

ITOTVTI

ITOT—93.7%

VTI93.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

ITOT$102 − $3 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee