VT vs ARTY

AVT

BARTY

Measures won5–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.30%EFA · $330 on $10k

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

Held in common15.8%VT and ARTY

ARTY

Vanguard Total World Stock ETF · $81.8BiShares Future AI & Tech ETF · $3.3B

+20.7%3 years · per year$17,563 · $21,351+28.8%

+9.4%5 years · per year$15,649 · $14,163+7.2%

0.06%Expense ratio$6 · $47 on $10k · lower wins0.47%

1.59%12-mo yield$159 · $7 on $10k0.07%

−9.7%Worst dropSmaller wins−27.7%

14.7%VolatilityLower wins42.1%

5–1VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · ARTY

4.5%NVDA4.6%

3.2%MSFT3.6%

1.6%2330.TW5.0%

1.4%AVGO4.7%

Held in common15.8%

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 Four

5Y4 funds

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

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

All Four

5Y4 funds

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$75.5B
4	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B

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 ARTY

Vanguard Total World Stock

$15,649

ARTY

iShares Future AI & Tech

$14,163

MeasureVTARTY

Fee0.06%0.47%

Cost on $10k a year$6$47

Yield1.59%0.07%

5 years, per year+9.4%+7.2%

3 years, per year+20.7%+28.8%

Worst drop · 1Y−9.7%−27.7%

Volatility · 1Y14.7%42.1%

5–1measures won
VT first

15.8%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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: VT, ARTY, VEA, EFA

Today

63.2%most shared, VEA and EFA

VTARTYVEAEFA

VT—15.8%23.3%17.5%

ARTY15.8%—3.7%1.5%

VEA23.3%3.7%—63.2%

EFA17.5%1.5%63.2%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

VEA$251 − $3 = $248

VT$159 − $6 = $153

ARTY$7 − $47 = −$40

KeptFee

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