SPTM vs VXF

ASPTM

BVXF

Measures won6–0SPTM wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · SPTM $17,822

Lowest cost0.03%SPTM · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common7.5%SPTM and VXF

SPTM

VXF

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BVanguard Extended Market ETF · $30.2B

+23.8%3 years · per year$18,972 · $18,168+22.0%

+12.3%5 years · per year$17,822 · $13,123+5.6%

0.03%Expense ratio$3 · $5 on $10k · lower wins0.05%

1.06%12-mo yield$106 · $104 on $10k1.04%

−8.7%Worst dropSmaller wins−10.2%

12.8%VolatilityLower wins17.3%

6–0SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · VXF

0.0%TWLO0.5%

0.0%OKTA0.4%

0.0%UTHR0.3%

0.0%FTI0.3%

Held in common7.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
3	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPTM vs VXF

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

VXF

Vanguard Extended Market

$13,123

MeasureSPTMVXF

Fee0.03%0.05%

Cost on $10k a year$3$5

Yield1.06%1.04%

5 years, per year+12.3%+5.6%

3 years, per year+23.8%+22.0%

Worst drop · 1Y−8.7%−10.2%

Volatility · 1Y12.8%17.3%

6–0measures won
SPTM first

7.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPTM, VXF, VTV

Today

40.2%most shared, SPTM and VTV

SPTMVXFVTV

SPTM—7.5%40.2%

VXF7.5%—0.9%

VTV40.2%0.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SPTM$106 − $3 = $103

VXF$104 − $5 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee