AAUM vs VTI

AAUM vs VTI

Which is better, AAUM or VTI?

Multi Alternative against Large Cap Blend.

VTI has a lower expense ratio.

Lower Fees: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAAUMVTI
Expense Ratio0.75%0.03%Best
AUM$1M$666.9B
Dividend Yield0.95%1.03%
Holdings303,543
Fund FamilyTema Global LimitedVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 1, 2025May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 68 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AAUM has data through Jul 2, 2026 and VTI through Sep 8, 2026.

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 1.03% for VTI.

Holdings Overlap

AAUM already in VTI48.4%

At least 48.4% of AAUM's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 61 days apart, AAUM as of Apr 30, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

10 positions in common, counted across the 29 positions we hold weights for in AAUM and 2,787 in VTI, against full books of 30 and 3,543.

Top Shared Holdings

StockWeight in AAUMWeight in VTIDifference
STEPStepstone Group Lp6.01%0.00%6.01%
APOAthene (Ath) / Apollo Global Management (Apo)5.86%0.07%5.79%
KKRKkr & Co. Inc. Class a5.28%0.08%5.20%
BXBlackstone Group Inc. Class A5.05%0.12%4.93%
ARESAres Management Corp A5.09%0.03%5.06%
CGCarlyle Group Inc.4.95%0.01%4.94%
TPGTpg Inc4.87%0.00%4.87%
HLNEHamilton Lane Inc4.85%0.00%4.85%
BLKBlackrock Funding Inc/De3.22%0.18%3.04%
CNSCohen & Steers Capital Management, Inc.3.18%0.00%3.18%

48.4% of AAUM is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AAUMVTI

Free for up to 10 holdings. No account needed.

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, by $72 a year on a $10,000 investment.

What is the holdings overlap between AAUM and VTI?

At least 48.4% of AAUM's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 29 positions we hold weights for in AAUM and 2,787 in VTI.

Which pays a higher dividend, AAUM or VTI?

AAUM yields 0.95% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than AAUM?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.