TOS vs VTI

ATOS

BVTI

Measures won0–2VTI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common12.7%TOS and VTI

TOS

VTI

Twin Oak Strategic Solutions ETF · $146MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $19,059+24.0%

[…]5 years · per year[…] · $17,257+11.5%

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $105 on $10k1.05%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.1%

0–2VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOS · VTI

9.7%NVDA7.1%

8.8%AMZN3.3%

3.6%LRCX0.6%

0.5%V0.8%

Held in common12.7%

End-of-day Nov 4, 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%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ATOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	−0.7%	new	new	new	new	[…]	$146M

End-of-day Nov 4, 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%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ATOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	−0.7%	new	new	new	new	[…]	$146M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOS vs VTI

TOS

Twin Oak Strategic Solutions

[…]

VTI

Vanguard Morningstar Total Stock Market

$17,257

MeasureTOSVTI

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield0.00%1.05%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.1%

2–0measures won
VTI first

12.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TOS, VTI

Today

12.7%most shared, TOS and VTI

TOSVTI

TOS—12.7%

VTI12.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

TOS$0 − $36 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee