SWP vs VTI

ASWP

BVTI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income9.80%SWP · $980 on $10k

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

Held in common30.1%SWP and VTI

SWP

VTI

Manager Directed Portfolios - SWP Growth & Income ETF · $142MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

9.80%12-mo yield$980 · $109 on $10k1.09%

−10.0%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · VTI

6.1%MSFT5.2%

5.0%AAPL6.6%

3.7%NVDA7.1%

2.9%GOOGL2.8%

Held in common30.1%

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

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

SWP vs VTI

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSWPVTI

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield9.80%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y12.9%13.7%

2–2measures won
level

30.1%

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$93.2B

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: SWP, VTI

Today

30.1%most shared, SWP and VTI

SWPVTI

SWP—30.1%

VTI30.1%—

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

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

VTI$109 − $3 = $106

KeptFee

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