SDG vs VTI

ASDG

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI · SDG $10,012

Lowest cost0.03%VTI · $3 on $10k

Most income1.71%SDG · $171 on $10k

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

Held in common5.1%SDG and VTI

SDG

VTI

iShares MSCI Global Sustainable Development Goals ETF · $164MVanguard Morningstar Total Stock Market ETF · $689B

+8.1%3 years · per year$12,643 · $18,090+21.8%

+0.0%5 years · per year$10,012 · $16,697+10.8%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.9%

1–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · VTI

3.7%NVDA7.1%

2.6%MRVL0.3%

1.6%VRTX0.2%

3.9%BMY0.2%

Held in common5.1%

End-of-day Nov 9, 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%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.71%	+1.2%	+5.9%	+6.3%	+8.1%	0.0%	−8.9%	$164M

End-of-day Nov 9, 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%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.71%	+1.2%	+5.9%	+6.3%	+8.1%	0.0%	−8.9%	$164M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDG vs VTI

SDG

iShares MSCI Global Sustainable Development Goals

$10,012

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureSDGVTI

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.71%1.06%

5 years, per year+0.0%+10.8%

3 years, per year+8.1%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.2%13.9%

4–1measures won
VTI first

5.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SDG, VTI

Today

5.1%most shared, SDG and VTI

SDGVTI

SDG—5.1%

VTI5.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, SDG

SDG$171 − $50 = $121

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee