SDVD vs VTI

ASDVD

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income9.17%SDVD · $917 on $10k

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

Held in common2.6%SDVD and VTI

SDVD

VTI

FT Vest SMID Rising Dividend Achievers Target Income ETF · $892MVanguard Morningstar Total Stock Market ETF · $689B

+17.6%3 years · per year$16,273 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

9.17%12-mo yield$917 · $109 on $10k1.09%

−8.9%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.7%

1–3VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVD · VTI

0.2%HPE0.1%

0.3%FIX0.1%

0.5%FITB0.1%

0.7%NTAP0.1%

Held in common2.6%

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	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.17%	−0.2%	+11.6%	+14.2%	+17.6%	new	−8.9%	$892M

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	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.17%	−0.2%	+11.6%	+14.2%	+17.6%	new	−8.9%	$892M

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

SDVD vs VTI

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSDVDVTI

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield9.17%1.09%

5 years, per year[…]+10.4%

3 years, per year+17.6%+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.4%13.7%

3–1measures won
VTI first

2.6%

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: SDVD, VTI

Today

2.6%most shared, SDVD and VTI

SDVDVTI

SDVD—2.6%

VTI2.6%—

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

Income After Fees on $10,000

$832most kept, SDVD

SDVD$917 − $85 = $832

VTI$109 − $3 = $106

KeptFee

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