SIO vs VTI

ASIO

BVTI

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI

Lowest cost0.03%VTI · $3 on $10k

Most income7.01%SIO · $701 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common1.1%SIO and VTI

SIO

VTI

Touchstone Strategic Income ETF · $306MVanguard Morningstar Total Stock Market ETF · $689B

+7.9%3 years · per year$12,554 · $18,113+21.9%

[…]5 years · per year[…] · $16,332+10.3%

0.82%Expense ratio$82 · $3 on $10k · lower wins0.03%

7.01%12-mo yield$701 · $110 on $10k1.10%

−3.6%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.7%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · VTI

0.2%JNJ0.9%

0.2%XOM0.9%

0.2%IBM0.3%

0.2%RTX0.3%

Held in common1.1%

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$306M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$306M

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

Cards for this view

SIO vs VTI

SIO

Touchstone Strategic Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureSIOVTI

Fee0.82%0.03%

Cost on $10k a year$82$3

Yield7.01%1.10%

5 years, per year[…]+10.3%

3 years, per year+7.9%+21.9%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y4.0%13.7%

3–2measures won
SIO first

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIO, VTI

Today

1.1%most shared, SIO and VTI

SIOVTI

SIO—1.1%

VTI1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$619most kept, SIO

SIO$701 − $82 = $619

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee