VO vs TMAT

AVO

BTMAT

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common10.2%VO and TMAT

TMAT

Vanguard Morningstar Mid-Cap ETF · $103BMain Thematic Innovation ETF · $218M

+18.8%3 years · per year$16,763 · $19,632+25.2%

+6.8%5 years · per year$13,867 · $10,938+1.8%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.35%12-mo yield$135 · $2 on $10k0.02%

−8.2%Worst dropSmaller wins−23.4%

13.1%VolatilityLower wins30.9%

5–1VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · TMAT

1.1%NET2.0%

0.9%VRT1.1%

0.9%LITE1.7%

0.8%CEG1.0%

Held in common10.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs TMAT

Vanguard Morningstar Mid-Cap

$13,867

TMAT

Main Thematic Innovation

$10,938

MeasureVOTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.35%0.02%

5 years, per year+6.8%+1.8%

3 years, per year+18.8%+25.2%

Worst drop · 1Y−8.2%−23.4%

Volatility · 1Y13.1%30.9%

5–1measures won
VO first

10.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VO, TMAT, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

VOTMATDFACVTV

VO—10.2%19.6%28.5%

TMAT10.2%—4.4%6.8%

DFAC19.6%4.4%—37.8%

VTV28.5%6.8%37.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

DFAC$88 − $21 = $67

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee