VTI vs DFSD

AVTI

BDFSD

Measures won2–3DFSD wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI

Lowest cost0.03%VTI · $3 on $10k

Most income4.50%DFSD · $450 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]VTI and DFSD

VTI

DFSD

Vanguard Morningstar Total Stock Market ETF · $689BDimensional - Short Duration Fixed Income ETF · $7.4B

+21.9%3 years · per year$18,113 · $11,637+5.2%

+10.3%5 years · per year$16,332 · […][…]

0.03%Expense ratio$3 · $17 on $10k · lower wins0.17%

1.10%12-mo yield$110 · $450 on $10k4.50%

−8.9%Worst dropSmaller wins−1.7%

13.7%VolatilityLower wins2.1%

2–3DFSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTI · DFSD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

Both

5Y2 funds

#			Trend
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.50%	+0.2%	+1.3%	+2.1%	+5.2%	new	−1.7%	$7.4B

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

Cards for this view

VTI vs DFSD

VTI

Vanguard Morningstar Total Stock Market

$16,332

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureVTIDFSD

Fee0.03%0.17%

Cost on $10k a year$3$17

Yield1.10%4.50%

5 years, per year+10.3%[…]

3 years, per year+21.9%+5.2%

Worst drop · 1Y−8.9%−1.7%

Volatility · 1Y13.7%2.1%

3–2measures won
DFSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTI, DFSD

Today

[…]holdings […]

VTIDFSD

VTI—[…]

DFSD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee