SIZE vs VTI

ASIZE

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,332VTI · SIZE $14,165

Lowest cost0.03%VTI · $3 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common39.8%SIZE and VTI

SIZE

VTI

iShares MSCI USA Size Factor ETF · $441MVanguard Morningstar Total Stock Market ETF · $689B

+18.4%3 years · per year$16,580 · $18,113+21.9%

+7.2%5 years · per year$14,165 · $16,332+10.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $110 on $10k1.10%

−8.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · VTI

0.3%TMO0.3%

0.3%CRWD0.4%

0.2%AMGN0.3%

0.2%PANW0.4%

Held in common39.8%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

SIZE vs VTI

SIZE

iShares MSCI USA Size Factor

$14,165

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureSIZEVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.10%

5 years, per year+7.2%+10.3%

3 years, per year+18.4%+21.9%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.7%

3–3measures won
level

39.8%

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$97.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIZE, VTI

Today

39.8%most shared, SIZE and VTI

SIZEVTI

SIZE—39.8%

VTI39.8%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VTI$110 − $3 = $107

KeptFee

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