VTI vs TIZE

AVTI

BTIZE

Measures won2–0VTI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI · SCHD $16,881

Lowest cost0.03%VTI · $3 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]VTI and TIZE

VTI

TIZE

Vanguard Morningstar Total Stock Market ETF · $689BTCW Securitized Income ETF · $31M

+24.0%3 years · per year$19,059 · […][…]

+11.5%5 years · per year$17,257 · […][…]

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.05%12-mo yield$105 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins[…]

13.1%VolatilityLower wins[…]

2–0VTI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTI · TIZE

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

Held in common[…]

End-of-day Nov 4, 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	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	0.0%	new	new	new	new	[…]	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTI vs TIZE

VTI

Vanguard Morningstar Total Stock Market

$17,257

TIZE

TCW Securitized Income

[…]

MeasureVTITIZE

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.05%0.76%

5 years, per year+11.5%[…]

3 years, per year+24.0%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.1%[…]

2–0measures won
VTI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

Overlap: VTI, TIZE, SCHD, JEPI

Today

36.2%most shared, VTI and JEPI

VTITIZESCHDJEPI

VTI—[…]7.1%36.2%

TIZE[…]—[…][…]

SCHD7.1%[…]—8.2%

JEPI36.2%[…]8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

VTI$105 − $3 = $102

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee