AAPW vs VTI

AAPW 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

MetricAAPWVTIWinner
Expense Ratio1.00%0.03%
AUM$39M$666.9B
Dividend Yield30.47%1.07%
Holdings63,543
YTD Return+3.46%+14.82%
1Y Return+21.24%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)26.7%15.4%
Max Drawdown-35.3%-56.6%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionFeb 19, 2025May 24, 2001

AAPW vs VTI Performance

Roundhill AAPL WeeklyPay ETF (AAPW) is a ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AAPW returned +21.24% while VTI returned +22.43%. Year to date, AAPW is up 3.46% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

AAPW has been the more volatile fund, with annualized monthly volatility of 26.7% compared with 15.4% for VTI. 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 -35.3% for AAPW 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AAPW charges 1.00% per year while VTI charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, AAPW currently yields 30.47% against 1.07% for VTI.

Holdings Overlap

5.8%overlap

AAPW and VTI share 1 holdings out of 2788 unique holdings combined, representing a 5.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AAPWWeight in VTIDifference
AAPL13.06%5.84%7.22%

Frequently Asked Questions

Which is cheaper, AAPW or VTI?

AAPW has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, AAPW or VTI?

Over the past year AAPW returned +21.24% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), AAPW annualized +14.73% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, AAPW or VTI?

AAPW has been the more volatile fund at 26.7% annualized versus 15.4% for VTI. Worst drawdown: AAPW -35.3% vs VTI -56.6%.

Should I hold both AAPW and VTI?

AAPW and VTI have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AAPW and VTI?

AAPW and VTI share 1 common holdings with a 5.8% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, AAPW or VTI?

AAPW yields 30.47% while VTI yields 1.07%, so AAPW currently pays the higher dividend yield.

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