SPTM vs VTI

ASPTM

BVTI

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,251SPTM · VTI $16,697

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 on $10k

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

Held in common90.2%SPTM and VTI

SPTM

VTI

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7BVanguard Morningstar Total Stock Market ETF · $689B

+21.6%3 years · per year$17,985 · $18,090+21.8%

+11.5%5 years · per year$17,251 · $16,697+10.8%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.07%12-mo yield$107 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.9%

4–1SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · VTI

7.3%AAPL6.6%

6.6%NVDA7.1%

5.7%MSFT5.2%

3.7%AMZN3.3%

Held in common90.2%

End-of-day Nov 9, 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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPTM vs VTI

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureSPTMVTI

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.07%1.06%

5 years, per year+11.5%+10.8%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.6%13.9%

3–1measures won
SPTM first

90.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPTM, VTI

Today

90.2%most shared, SPTM and VTI

SPTMVTI

SPTM—90.2%

VTI90.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee