ACVT vs VTI

ACVT vs VTI

Which is better, ACVT or VTI?

High Yield Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: VTIHigher Returns: 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

MetricACVTVTI
Expense Ratio0.65%0.03%Best
AUM$45M$666.9B
Dividend Yield1.49%1.03%
Holdings623,543
YTD Return+7.08%+12.30%Best
1Y Return+6.84%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)5.6%Best12.1%
Max Drawdown-4.8%Best-8.9%
$10,000 over 1.4 years$11,611$14,013Best
Fund FamilyAdvent Capital ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionApr 30, 2025May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 30, 2025 to Sep 18, 2026 (1.4 years).

ACVT vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

ACVT vs VTI Performance

Advent Convertible Bond ETF (ACVT) is an ETF from Advent Capital Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year ACVT returned +6.84% while VTI returned +16.08%. Year to date, ACVT is up 7.08% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 5.6% for ACVT. 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 -4.8% for ACVT and -8.9% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ACVT charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, ACVT currently yields 1.49% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 34 holdings in ACVT and 3,463 in VTI, totalling 66.0% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 34 positions we hold weights for in ACVT and 3,463 in VTI, against full books of 62 and 3,543.

You are not choosing between two funds in isolation.

Whichever of ACVT and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACVTVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACVT or VTI?

ACVT has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, ACVT or VTI?

Over the past year ACVT returned +6.84% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), ACVT annualized +11.26% vs +27.25% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ACVT or VTI?

VTI has been the more volatile fund at 12.1% annualized versus 5.6% for ACVT. Worst drawdown: ACVT -4.8% vs VTI -8.9%.

Should I hold both ACVT and VTI?

ACVT and VTI have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, ACVT or VTI?

ACVT yields 1.49% while VTI yields 1.03%, so ACVT currently pays the higher dividend yield.

Is VTI better than ACVT?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.