ZDIS vs VTV5YZDISZDISAvsBVTVVTVVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $58MVanguard Morningstar Value ETF · $184BReturns · dividends in[…]3 years · per year[…] · $17,809+21.2%[…]5 years · per year[…] · $17,892+12.3%Cost and income0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $181 on $10k1.81%Risk · 1 year
Overlap: ZDIS, VTV, VOToday28.5%most shared, VTV and VOZDISVTVVOZDIS—0.0%3.5%VTV0.0%—28.5%VO3.5%28.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
ZDIS vs VTV5YAZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH[…]vsVTVBVanguard Morningstar Value$17,892MeasureZDISVTVFee0.75%0.03%Cost on $10k a year$75$3Yield0.00%1.81%5 years, per year[…]+12.3%3 years, per year[…]+21.2%Worst drop · 1Y[…]−6.4%Volatility · 1Y[…]10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3AZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFReadDesk0.75%0.00%+2.9%newnewnewnew[…]$58MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3AZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFReadDesk0.75%0.00%+2.9%newnewnewnew[…]$58MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: ZDIS, VTV, VOToday28.5%most shared, VTV and VOZDISVTVVOZDIS—0.0%3.5%VTV0.0%—28.5%VO3.5%28.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178VO$133 − $3 = $130ZDIS$0 − $75 = −$75KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee