VTI vs PREF

AVTI

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,332VTI · PREF $11,373

Lowest cost0.03%VTI · $3 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%VTI and PREF

VTI

PREF

Vanguard Morningstar Total Stock Market ETF · $689BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+21.9%3 years · per year$18,113 · $13,033+9.2%

+10.3%5 years · per year$16,332 · $11,373+2.6%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.10%12-mo yield$110 · $504 on $10k5.04%

−8.9%Worst dropSmaller wins−2.9%

13.7%VolatilityLower wins3.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVTI · PREF

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

Held in common0.0%

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	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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 PREF

VTI

Vanguard Morningstar Total Stock Market

$16,332

PREF

Principal Spectrum Preferred Securities Active

$11,373

MeasureVTIPREF

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.10%5.04%

5 years, per year+10.3%+2.6%

3 years, per year+21.9%+9.2%

Worst drop · 1Y−8.9%−2.9%

Volatility · 1Y13.7%3.3%

3–3measures won
level

0.0%

holdings shared

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, PREF

Today

0.0%most shared, VTI and PREF

VTIPREF

VTI—0.0%

PREF0.0%—

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

VTI$110 − $3 = $107

KeptFee

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