ZDIS vs VTI

AZDIS

BVTI

Measures won0–2VTI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VTI · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common13.1%ZDIS and VTI

ZDIS

VTI

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.9%

0–2VTI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsZDIS · VTI

8.5%NVDA7.1%

3.9%AMZN3.3%

9.2%TSLA1.4%

3.8%CRWD0.4%

Held in common13.1%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+4.0%	new	new	new	new	[…]	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+4.0%	new	new	new	new	[…]	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ZDIS vs VTI

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureZDISVTI

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.9%

2–0measures won
VTI first

13.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ZDIS, VTI, VOO, IVV

Today

92.7%most shared, VOO and IVV

ZDISVTIVOOIVV

ZDIS—13.1%14.5%13.4%

VTI13.1%—89.0%86.0%

VOO14.5%89.0%—92.7%

IVV13.4%86.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VTI$106 − $3 = $103

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee