SMLF vs VTI

ASMLF

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · SMLF $15,777

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common6.7%SMLF and VTI

SMLF

VTI

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVanguard Morningstar Total Stock Market ETF · $689B

+21.0%3 years · per year$17,700 · $18,113+21.9%

+9.5%5 years · per year$15,777 · $16,332+10.3%

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

1.02%12-mo yield$102 · $110 on $10k1.10%

−8.7%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VTI

0.6%P0.1%

0.5%FLEX0.1%

0.8%EME0.0%

0.6%JBL0.0%

Held in common6.7%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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

SMLF vs VTI

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureSMLFVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.02%1.10%

5 years, per year+9.5%+10.3%

3 years, per year+21.0%+21.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y17.4%13.7%

5–1measures won
VTI first

6.7%

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: SMLF, VTI

Today

6.7%most shared, SMLF and VTI

SMLFVTI

SMLF—6.7%

VTI6.7%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

SMLF$102 − $15 = $87

KeptFee

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