VALQ vs VTI

AVALQ

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.71%VALQ · $171 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common24.1%VALQ and VTI

VALQ

VTI

American Century STOXX U.S. Quality Value ETF · $190MVanguard Morningstar Total Stock Market ETF · $689B

+16.1%3 years · per year$15,667 · $18,004+21.7%

+9.2%5 years · per year$15,496 · $16,375+10.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $109 on $10k1.09%

−7.9%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · VTI

1.5%AAPL6.6%

1.0%META2.2%

1.7%XOM0.9%

1.9%JNJ0.9%

Held in common24.1%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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

VALQ vs VTI

VALQ

American Century STOXX U.S. Quality Value

$15,496

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureVALQVTI

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.71%1.09%

5 years, per year+9.2%+10.4%

3 years, per year+16.1%+21.7%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.6%13.7%

3–3measures won
level

24.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: VALQ, VTI, IVV

Today

85.5%most shared, VTI and IVV

VALQVTIIVV

VALQ—24.1%26.2%

VTI24.1%—85.5%

IVV26.2%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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