AAPR vs VTI

AAPR vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAAPRVTIWinner
Expense Ratio0.79%0.03%
AUM$73M$666.9B
Dividend Yield0.00%1.07%
Holdings73,543
YTD Return+4.70%+13.14%
1Y Return+7.98%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)3.0%15.3%
Max Drawdown-6.0%-56.6%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionApr 1, 2024May 24, 2001

AAPR vs VTI Performance

Innovator Equity Defined Protection ETF - 2 Yr to April 2026 (AAPR) is a ETF from Innovator ETFs Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AAPR returned +7.98% while VTI returned +22.35%. Year to date, AAPR is up 4.70% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.0% for AAPR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -6.0% for AAPR and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AAPR charges 0.79% per year while VTI charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, AAPR currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

AAPR and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AAPR or VTI?

AAPR has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, AAPR or VTI?

Over the past year AAPR returned +7.98% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), AAPR annualized +7.92% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, AAPR or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 3.0% for AAPR. Worst drawdown: AAPR -6.0% vs VTI -56.6%.

Should I hold both AAPR and VTI?

AAPR and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AAPR and VTI?

AAPR and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, AAPR or VTI?

AAPR yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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