VT vs CHAT

AVT

BCHAT

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · IEFA $14,591

Lowest cost0.06%VT · $6 on $10k

Most income3.47%IEFA · $347 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

+20.7%3 years · per year$17,563 · $26,370+38.2%

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

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

1.59%12-mo yield$159 · $249 on $10k2.49%

−9.7%Worst dropSmaller wins−37.3%

14.7%VolatilityLower wins44.1%

3–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · CHAT

4.5%NVDA8.0%

3.2%MSFT6.5%

2.0%AMZN5.8%

1.7%GOOGL6.8%

Held in common21.5%

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	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	BCHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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 CHAT

Vanguard Total World Stock

$15,649

CHAT

Roundhill Generative AI & Technology

[…]

MeasureVTCHAT

Fee0.06%0.75%

Cost on $10k a year$6$75

Yield1.59%2.49%

5 years, per year+9.4%[…]

3 years, per year+20.7%+38.2%

Worst drop · 1Y−9.7%−37.3%

Volatility · 1Y14.7%44.1%

3–2measures won
VT first

21.5%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VT, CHAT, IEFA

Today

21.5%most shared, VT and CHAT

VTCHATIEFA

VT—21.5%18.0%

CHAT21.5%—0.7%

IEFA18.0%0.7%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

CHAT$249 − $75 = $174

VT$159 − $6 = $153

KeptFee

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