VO vs TMAT

AVO

BTMAT

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 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

+18.6%3 years · per year$16,701 · $19,140+24.2%

+6.3%5 years · per year$13,590 · $10,480+0.9%

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

1.39%12-mo yield$139 · $2 on $10k0.02%

−8.2%Worst dropSmaller wins−23.4%

12.9%VolatilityLower wins30.4%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · TMAT

1.1%NET1.8%

0.9%VRT1.1%

0.9%LITE1.7%

0.8%CEG1.0%

Held in common10.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

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

VO vs TMAT

Vanguard Morningstar Mid-Cap

$13,590

TMAT

Main Thematic Innovation

$10,480

MeasureVOTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.39%0.02%

5 years, per year+6.3%+0.9%

3 years, per year+18.6%+24.2%

Worst drop · 1Y−8.2%−23.4%

Volatility · 1Y12.9%30.4%

5–1measures won
VO first

10.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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: VO, TMAT, VTV

Today

28.5%most shared, VO and VTV

VOTMATVTV

VO—10.2%28.5%

TMAT10.2%—6.7%

VTV28.5%6.7%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

TMAT$2 − $79 = −$77

KeptFee

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