TOPT vs VXF

ATOPT

BVXF

Measures won1–3VXF wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VXF $12,781

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 common0.0%TOPT and VXF

TOPT

VXF

iShares Top 20 U.S. Stocks ETF · $717MVanguard Extended Market ETF · $30.2B

[…]3 years · per year[…] · $18,176+22.0%

[…]5 years · per year[…] · $12,781+5.0%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.37%12-mo yield$37 · $105 on $10k1.05%

−12.5%Worst dropSmaller wins−10.2%

15.3%VolatilityLower wins17.3%

1–3VXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · VXF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.05%	+0.6%	+11.6%	+10.6%	+22.0%	+5.0%	−10.2%	$30.2B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+0.5%	+8.5%	+7.7%	new	new	−12.5%	$717M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.05%	+0.6%	+11.6%	+10.6%	+22.0%	+5.0%	−10.2%	$30.2B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	+0.5%	+8.5%	+7.7%	new	new	−12.5%	$717M

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

Cards for this view

TOPT vs VXF

TOPT

iShares Top 20 U.S. Stocks

[…]

VXF

Vanguard Extended Market

$12,781

MeasureTOPTVXF

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.37%1.05%

5 years, per year[…]+5.0%

3 years, per year[…]+22.0%

Worst drop · 1Y−12.5%−10.2%

Volatility · 1Y15.3%17.3%

3–1measures won
VXF first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: TOPT, VXF, VTV

Today

18.6%most shared, TOPT and VTV

TOPTVXFVTV

TOPT—0.0%18.6%

VXF0.0%—0.9%

VTV18.6%0.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VXF$105 − $5 = $100

TOPT$37 − $20 = $17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee