VT vs CHAT

AVT

BCHAT

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income3.21%EFA · $321 on $10k

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

Held in common21.5%VT and CHAT

CHAT

Vanguard Total World Stock ETF · $81.8BRoundhill Generative AI & Technology ETF · $1.4B

+20.9%3 years · per year$17,661 · $27,201+39.6%

+9.8%5 years · per year$15,957 · […][…]

0.06%Expense ratio$6 · $75 on $10k · lower wins0.75%

1.55%12-mo yield$155 · $236 on $10k2.36%

−9.7%Worst dropSmaller wins−37.3%

14.9%VolatilityLower wins44.3%

3–2VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · CHAT

4.5%NVDA8.0%

3.2%MSFT6.3%

2.0%AMZN5.7%

1.7%GOOGL6.7%

Held in common21.5%

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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
4	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
4	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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

VT vs CHAT

Vanguard Total World Stock

$15,957

CHAT

Roundhill Generative AI & Technology

[…]

MeasureVTCHAT

Fee0.06%0.75%

Cost on $10k a year$6$75

Yield1.55%2.36%

5 years, per year+9.8%[…]

3 years, per year+20.9%+39.6%

Worst drop · 1Y−9.7%−37.3%

Volatility · 1Y14.9%44.3%

3–2measures won
VT first

21.5%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

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%

$122BAssets$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: VT, CHAT, EFA, VEA

Today

63.0%most shared, EFA and VEA

VTCHATEFAVEA

VT—21.5%17.5%23.3%

CHAT21.5%—0.8%5.2%

EFA17.5%0.8%—63.0%

VEA23.3%5.2%63.0%—

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

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

VEA$244 − $3 = $241

CHAT$236 − $75 = $161

VT$155 − $6 = $149

KeptFee

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