IXC vs VTI

AIXC

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income2.76%IXC · $276 on $10k

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

Held in common3.0%IXC and VTI

IXC

VTI

iShares Global Energy ETF · $3.0BVanguard Morningstar Total Stock Market ETF · $689B

+17.2%3 years · per year$16,078 · $18,004+21.7%

+19.1%5 years · per year$23,972 · $16,375+10.4%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

2.76%12-mo yield$276 · $109 on $10k1.09%

−15.4%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · VTI

18.2%XOM0.9%

11.3%CVX0.5%

4.4%COP0.2%

2.7%VLO0.2%

Held in common3.0%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
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

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
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

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

IXC vs VTI

IXC

iShares Global Energy

$23,972

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureIXCVTI

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.76%1.09%

5 years, per year+19.1%+10.4%

3 years, per year+17.2%+21.7%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y21.8%13.7%

4–2measures won
VTI first

3.0%

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$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: IXC, VTI

Today

3.0%most shared, IXC and VTI

IXCVTI

IXC—3.0%

VTI3.0%—

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

VTI$109 − $3 = $106

KeptFee

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