AAPX vs VTI

AAPX vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: AAPXMore Diversified: VTI

Side-by-Side Comparison

MetricAAPXVTIWinner
Expense Ratio1.05%0.03%
AUM$8M$666.9B
Dividend Yield0.00%1.07%
Holdings53,543
YTD Return+16.41%+13.14%
1Y Return+58.60%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)44.1%15.3%
Max Drawdown-58.5%-56.6%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 11, 2024May 24, 2001

AAPX vs VTI Performance

T-REX 2X LONG APPLE DAILY TARGET ETF (AAPX) is a ETF from REX Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AAPX returned +58.60% while VTI returned +22.35%. Year to date, AAPX is up 16.41% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

AAPX has been the more volatile fund, with annualized monthly volatility of 44.1% compared with 15.3% 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 -58.5% for AAPX 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AAPX charges 1.05% per year while VTI charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, AAPX currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, AAPX or VTI?

AAPX has an expense ratio of 1.05% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, AAPX or VTI?

Over the past year AAPX returned +58.60% vs +22.35% for VTI, so AAPX leads on 1-year performance. Over the longest common window we track (3 years), AAPX annualized +22.99% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, AAPX or VTI?

AAPX has been the more volatile fund at 44.1% annualized versus 15.3% for VTI. Worst drawdown: AAPX -58.5% vs VTI -56.6%.

Should I hold both AAPX and VTI?

AAPX and VTI have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AAPX or VTI?

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

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