VTV vs FITE

AVTV

BFITE

Measures won4–2VTV wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.4%VTV and FITE

VTV

FITE

Vanguard Morningstar Value ETF · $184BState Street SPDR S&P Kensho Future Security ETF · $153M

+21.3%3 years · per year$17,832 · $23,859+33.6%

+12.0%5 years · per year$17,626 · $20,557+15.5%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.86%12-mo yield$186 · $11 on $10k0.11%

−6.4%Worst dropSmaller wins−15.3%

10.7%VolatilityLower wins28.8%

4–2VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · FITE

1.4%CSCO1.2%

0.9%RTX1.5%

0.4%LMT1.5%

0.3%GD1.1%

Held in common3.4%

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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

VTV vs FITE

VTV

Vanguard Morningstar Value

$17,626

FITE

SPDR S&P Kensho Future Security

$20,557

MeasureVTVFITE

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.86%0.11%

5 years, per year+12.0%+15.5%

3 years, per year+21.3%+33.6%

Worst drop · 1Y−6.4%−15.3%

Volatility · 1Y10.7%28.8%

4–2measures won
VTV first

3.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTV, FITE

Today

3.4%most shared, VTV and FITE

VTVFITE

VTV—3.4%

FITE3.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FITE$11 − $45 = −$34

KeptFee

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