TILT vs VTI

ATILT

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375VTI · TILT $16,273

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%TILT · $110 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common76.9%TILT and VTI

TILT

VTI

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BVanguard Morningstar Total Stock Market ETF · $689B

+21.2%3 years · per year$17,818 · $18,004+21.7%

+10.2%5 years · per year$16,273 · $16,375+10.4%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $109 on $10k1.09%

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · VTI

5.3%AAPL6.6%

4.4%NVDA7.1%

4.2%MSFT5.2%

2.7%AMZN3.3%

Held in common76.9%

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

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

TILT vs VTI

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureTILTVTI

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.10%1.09%

5 years, per year+10.2%+10.4%

3 years, per year+21.2%+21.7%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.7%

3–2measures won
VTI first

76.9%

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: TILT, VTI

Today

76.9%most shared, TILT and VTI

TILTVTI

TILT—76.9%

VTI76.9%—

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

TILT$110 − $26 = $84

KeptFee

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