VT vs WISE

AVT

BWISE

Measures won3–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income5.70%WISE · $570 on $10k

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

Held in common11.3%VT and WISE

WISE

Vanguard Total World Stock ETF · $81.8BThemes Generative Artificial Intelligence ETF · $20M

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

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

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.59%12-mo yield$159 · $570 on $10k5.70%

−9.7%Worst dropSmaller wins−39.2%

14.7%VolatilityLower wins36.1%

3–1VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · WISE

4.5%NVDA5.4%

2.0%AMZN2.9%

1.7%GOOGL4.4%

1.4%AVGO3.7%

Held in common11.3%

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	BWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.70%	+3.1%	−27.7%	−35.1%	new	new	−39.2%	$20M

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	BWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.70%	+3.1%	−27.7%	−35.1%	new	new	−39.2%	$20M

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 WISE

Vanguard Total World Stock

$15,649

WISE

Themes Generative Artificial Intelligence

[…]

MeasureVTWISE

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%5.70%

5 years, per year+9.4%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−9.7%−39.2%

Volatility · 1Y14.7%36.1%

3–1measures won
VT first

11.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VT, WISE

Today

11.3%most shared, VT and WISE

VTWISE

VT—11.3%

WISE11.3%—

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

Income After Fees on $10,000

$535most kept, WISE

WISE$570 − $35 = $535

VT$159 − $6 = $153

KeptFee

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