TDIV vs VTI

ATDIV

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,484TDIV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.47%TDIV · $147 on $10k

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

Held in common12.0%TDIV and VTI

TDIV

VTI

First Trust NASDAQ Technology Dividend Index Fund · $4.1BVanguard Morningstar Total Stock Market ETF · $689B

+26.9%3 years · per year$20,418 · $18,004+21.7%

+15.4%5 years · per year$20,484 · $16,375+10.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $109 on $10k1.09%

−16.3%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · VTI

9.0%MSFT5.2%

6.7%AVGO2.3%

1.8%CSCO0.5%

9.1%TXN0.3%

Held in common12.0%

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
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

TDIV vs VTI

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureTDIVVTI

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.47%1.09%

5 years, per year+15.4%+10.4%

3 years, per year+26.9%+21.7%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y21.5%13.7%

3–3measures won
level

12.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TDIV, VTI

Today

12.0%most shared, TDIV and VTI

TDIVVTI

TDIV—12.0%

VTI12.0%—

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

TDIV$147 − $50 = $97

KeptFee

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