SCHA vs VTI

ASCHA

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · SCHA $13,171

Lowest cost0.03%SCHA · $3 on $10k

Most income1.15%SCHA · $115 on $10k

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

Held in common5.2%SCHA and VTI

SCHA

VTI

Schwab U.S. Small-Cap ETF · $21.7BVanguard Morningstar Total Stock Market ETF · $689B

+20.0%3 years · per year$17,285 · $18,004+21.7%

+5.7%5 years · per year$13,171 · $16,375+10.4%

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

1.15%12-mo yield$115 · $109 on $10k1.09%

−11.2%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · VTI

0.3%BMNR0.0%

0.2%TWST0.0%

0.3%HALO0.0%

0.3%AHR0.0%

Held in common5.2%

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B

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

SCHA vs VTI

SCHA

Schwab U.S. Small-Cap

$13,171

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSCHAVTI

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.15%1.09%

5 years, per year+5.7%+10.4%

3 years, per year+20.0%+21.7%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y19.1%13.7%

4–0measures won
VTI first

5.2%

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: SCHA, VTI

Today

5.2%most shared, SCHA and VTI

SCHAVTI

SCHA—5.2%

VTI5.2%—

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

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

VTI$109 − $3 = $106

KeptFee

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