AEMV vs VTI

AEMV vs VTI

Which is better, AEMV or VTI?

Mid Cap Value against Large Cap Blend.

VTI has a lower expense ratio. AEMV is less concentrated, with 28.3% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTILess Concentrated: AEMV

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

MetricAEMVVTI
Expense Ratio0.38%0.03%Best
AUM-$666.9B
Dividend Yield0.00%1.03%
Holdings973,543
YTD Return-1.59%+11.53%Best
1Y Return-+15.74%
3Y Return (annualized)-+20.67%
5Y Return (annualized)-+11.59%
Top 10 Weight28.3%Best33.3%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionAug 26, 2026May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AEMV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AEMV vs VTI Performance

Harbor AlphaEdge Mid Cap Value ETF (AEMV) is an ETF from Harbor Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, AEMV is down 1.59% versus a gain of 11.53% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

AEMV charges 0.38% per year while VTI charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, AEMV currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

AEMV already in VTI97.2%
VTI already in AEMV2.9%

97.2% of AEMV's money is in holdings VTI also owns. 2.9% of VTI's money is in holdings AEMV also owns.

Most of AEMV is already inside VTI. Owning both mostly buys the same companies twice.

93 positions in common, counted across the 97 positions we hold weights for in AEMV and 3,463 in VTI, against full books of 97 and 3,543.

What only one of them owns

Our book lists 1,061 positions for VTI that do not appear in our book for AEMV (94.6% of the fund), and 1 for AEMV that do not appear in VTI (1.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AEMVWeight in VTIDifference
MPCMarathon Petroleum Corp3.48%0.13%3.35%
AMPAmeriprise Financial Inc3.48%0.07%3.41%
MTGMgic Investment Corp3.08%0.01%3.07%
CCKCrown Holdings Inc.3.04%0.02%3.02%
HSTHost Hotels & Resorts Inc3.03%0.02%3.01%
SNASnap-On Inc.2.83%0.03%2.80%
CHEChemed Corp2.52%0.01%2.51%
TROWT Rowe Price Grp2.48%0.03%2.45%
PSXPhillips 662.21%0.12%2.09%
PFGPrincipalfinancialgroupinc.2.17%0.03%2.14%

97.2% of AEMV 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.

AEMVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AEMV or VTI?

AEMV has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option, by $35 a year on a $10,000 investment.

What is the holdings overlap between AEMV and VTI?

97.2% of AEMV's money is in holdings VTI also owns. 2.9% of VTI's is in holdings AEMV also owns. They hold 93 positions in common, counted across the 97 positions we hold weights for in AEMV and 3,463 in VTI.

Which pays a higher dividend, AEMV or VTI?

AEMV yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than AEMV?

VTI has a lower expense ratio. AEMV is less concentrated, with 28.3% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.