LQDI vs VTI

ALQDI

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,585VTI · LQDI $10,215

Lowest cost0.03%VTI · $3 on $10k

Most income4.87%LQDI · $487 on $10k

Smallest drop−5.4%LQDI · worst fall in 1Y

Held in common[…]LQDI and VTI

LQDI

VTI

iShares Inflation Hedged Corporate Bond ETF · $62MVanguard Morningstar Total Stock Market ETF · $689B

+5.5%3 years · per year$11,758 · $17,823+21.2%

+0.4%5 years · per year$10,215 · $16,585+10.6%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

4.87%12-mo yield$487 · $107 on $10k1.07%

−5.4%Worst dropSmaller wins−8.9%

5.2%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLQDI · VTI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 10, 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%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.87%	0.0%	−0.9%	−0.8%	+5.5%	+0.4%	−5.4%	$62M

End-of-day Nov 10, 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%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.87%	0.0%	−0.9%	−0.8%	+5.5%	+0.4%	−5.4%	$62M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LQDI vs VTI

LQDI

iShares Inflation Hedged Corporate Bond

$10,215

VTI

Vanguard Morningstar Total Stock Market

$16,585

MeasureLQDIVTI

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield4.87%1.07%

5 years, per year+0.4%+10.6%

3 years, per year+5.5%+21.2%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y5.2%13.9%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: LQDI, VTI

Today

[…]holdings […]

LQDIVTI

LQDI—[…]

VTI[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, LQDI

LQDI$487 − $33 = $454

VTI$107 − $3 = $104

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee