TOPT vs VTV

ATOPT

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common17.8%TOPT and VTV

TOPT

VTV

iShares Top 20 U.S. Stocks ETF · $692MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.37%12-mo yield$37 · $183 on $10k1.83%

−12.5%Worst dropSmaller wins−6.4%

16.4%VolatilityLower wins10.8%

0–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · VTV

3.7%JPM3.3%

3.1%MU4.6%

4.4%BRK-B2.9%

2.8%XOM2.6%

Held in common17.8%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$692M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+2.1%	+7.8%	+9.0%	new	new	−12.5%	$692M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOPT vs VTV

TOPT

iShares Top 20 U.S. Stocks

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureTOPTVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.37%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−12.5%−6.4%

Volatility · 1Y16.4%10.8%

4–0measures won
VTV first

17.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TOPT, VTV, VUG

Today

65.1%most shared, TOPT and VUG

TOPTVTVVUG

TOPT—17.8%65.1%

VTV17.8%—1.9%

VUG65.1%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

TOPT$37 − $20 = $17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee