AAUM vs VTI

AAUM vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricAAUMVTIWinner
Expense Ratio0.75%0.03%
AUM$1M$666.9B
Dividend Yield0.95%1.07%
Holdings303,543
YTD Return-19.10%+12.65%
1Y Return-+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)-15.3%
Max Drawdown-28.2%-56.6%
Fund FamilyTema Global LimitedVanguard (US)
CategoryAlternativeEquity
InceptionOct 1, 2025May 24, 2001

AAUM vs VTI Performance

Tema Alternative Asset Managers ETF (AAUM) is a ETF from Tema Global Limited and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, AAUM is down 19.10% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -28.2% for AAUM and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AAUM charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AAUM currently yields 0.95% against 1.07% for VTI.

Holdings Overlap

0.5%overlap

AAUM and VTI share 10 holdings out of 2806 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AAUMWeight in VTIDifference
STEP6.01%0.00%6.01%
APO5.86%0.07%5.79%
KKR5.28%0.08%5.20%
BXProProPro
ARESProProPro
CGProProPro
TPGProProPro
HLNEProProPro
BLKProProPro
CNSProProPro
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Frequently Asked Questions

Which is cheaper, AAUM or VTI?

AAUM has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between AAUM and VTI?

AAUM and VTI share 10 common holdings with a 0.5% weight overlap. Combined, they hold 2806 unique securities.

Which pays a higher dividend, AAUM or VTI?

AAUM yields 0.95% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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