VLU vs VTI

AVLU

BVTI

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.64%VLU · $164 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common59.9%VLU and VTI

VLU

VTI

State Street SPDR S&P 1500 Value Tilt ETF · $776MVanguard Morningstar Total Stock Market ETF · $689B

+22.0%3 years · per year$18,179 · $18,004+21.7%

+12.1%5 years · per year$17,711 · $16,375+10.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.64%12-mo yield$164 · $109 on $10k1.09%

−6.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.7%

5–1VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VTI

3.2%MSFT5.2%

2.8%AMZN3.3%

2.2%AAPL6.6%

1.3%GOOG2.2%

Held in common59.9%

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
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

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
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

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

VLU vs VTI

VLU

SPDR S&P 1500 Value Tilt

$17,711

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureVLUVTI

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.64%1.09%

5 years, per year+12.1%+10.4%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.8%13.7%

5–1measures won
VLU first

59.9%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VLU, VTI

Today

59.9%most shared, VLU and VTI

VLUVTI

VLU—59.9%

VTI59.9%—

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

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

VTI$109 − $3 = $106

KeptFee

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