SPYV vs VTI

ASPYV

BVTI

Measures won4–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,125SPYV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.68%SPYV · $168 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common51.7%SPYV and VTI

SPYV

VTI

State Street SPDR Portfolio S&P 500 Value ETF · $39.3BVanguard Morningstar Total Stock Market ETF · $689B

+17.8%3 years · per year$16,365 · $18,004+21.7%

+11.4%5 years · per year$17,125 · $16,375+10.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.68%12-mo yield$168 · $109 on $10k1.09%

−6.2%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.7%

4–2SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · VTI

8.4%AAPL6.6%

4.0%AMZN3.3%

1.2%TSLA1.4%

1.0%JPM1.2%

Held in common51.7%

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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
2	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

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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
2	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

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

SPYV vs VTI

SPYV

SPDR Portfolio S&P 500 Value

$17,125

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSPYVVTI

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.68%1.09%

5 years, per year+11.4%+10.4%

3 years, per year+17.8%+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.2%13.7%

4–2measures won
SPYV first

51.7%

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: SPYV, VTI

Today

51.7%most shared, SPYV and VTI

SPYVVTI

SPYV—51.7%

VTI51.7%—

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

VTI$109 − $3 = $106

KeptFee

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