USVM vs VTI

AUSVM

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · USVM $15,513

Lowest cost0.03%VTI · $3 on $10k

Most income1.93%USVM · $193 on $10k

Smallest drop−8.4%USVM · worst fall in 1Y

Held in common1.8%USVM and VTI

USVM

VTI

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BVanguard Morningstar Total Stock Market ETF · $689B

+21.1%3 years · per year$17,750 · $18,113+21.9%

+9.2%5 years · per year$15,513 · $16,332+10.3%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

1.93%12-mo yield$193 · $110 on $10k1.10%

−8.4%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · VTI

0.6%HST0.0%

0.1%ONTO0.0%

0.3%APA0.0%

0.4%ARMK0.0%

Held in common1.8%

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B

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

Cards for this view

USVM vs VTI

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,513

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureUSVMVTI

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield1.93%1.10%

5 years, per year+9.2%+10.3%

3 years, per year+21.1%+21.9%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y14.3%13.7%

4–2measures won
VTI first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USVM, VTI

Today

1.8%most shared, USVM and VTI

USVMVTI

USVM—1.8%

VTI1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee