SMMD vs VTI

ASMMD

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · SMMD $13,594

Lowest cost0.03%VTI · $3 on $10k

Most income1.17%SMMD · $117 on $10k

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

Held in common8.9%SMMD and VTI

SMMD

VTI

iShares Russell 2500 ETF · $4.1BVanguard Morningstar Total Stock Market ETF · $689B

+19.8%3 years · per year$17,204 · $18,004+21.7%

+6.3%5 years · per year$13,594 · $16,375+10.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.17%12-mo yield$117 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · VTI

0.2%NVT0.0%

0.3%ATI0.0%

0.3%FFIV0.0%

0.3%GH0.0%

Held in common8.9%

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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

SMMD vs VTI

SMMD

iShares Russell 2500

$13,594

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSMMDVTI

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.17%1.09%

5 years, per year+6.3%+10.4%

3 years, per year+19.8%+21.7%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.0%13.7%

5–1measures won
VTI first

8.9%

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$92.8B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SMMD, VTI

Today

8.9%most shared, SMMD and VTI

SMMDVTI

SMMD—8.9%

VTI8.9%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SMMD$117 − $23 = $94

KeptFee

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