VT vs AKRE

AVT

BAKRE

Measures won4–0VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common1.6%VT and AKRE

AKRE

Vanguard Total World Stock ETF · $81.8BAkre Focus ETF · $5.0B

+20.7%3 years · per year$17,563 · […][…]

+9.4%5 years · per year$15,649 · […][…]

0.06%Expense ratio$6 · $98 on $10k · lower wins0.98%

1.59%12-mo yield$159 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−22.9%

14.7%VolatilityLower wins22.0%

4–0VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · AKRE

0.5%V7.6%

0.4%MA14.7%

0.2%CRM3.2%

0.1%NOW2.2%

Held in common1.6%

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	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BAKRE	Akre Focus ETFRead Desk		0.98%	0.00%	−1.1%	−7.7%	−6.4%	new	new	−22.9%	$5.0B

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	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BAKRE	Akre Focus ETFRead Desk		0.98%	0.00%	−1.1%	−7.7%	−6.4%	new	new	−22.9%	$5.0B

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

VT vs AKRE

Vanguard Total World Stock

$15,649

AKRE

Akre Focus

[…]

MeasureVTAKRE

Fee0.06%0.98%

Cost on $10k a year$6$98

Yield1.59%0.00%

5 years, per year+9.4%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−9.7%−22.9%

Volatility · 1Y14.7%22.0%

4–0measures won
VT first

1.6%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VT, AKRE

Today

1.6%most shared, VT and AKRE

VTAKRE

VT—1.6%

AKRE1.6%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

AKRE$0 − $98 = −$98

KeptFee

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