AESG vs VTI

AESG vs VTI

Which is better, AESG or VTI?

Small Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. AESG is less concentrated, with 20.3% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTILess Concentrated: AESG

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

MetricAESGVTI
Expense Ratio0.40%0.03%Best
AUM-$666.9B
Dividend Yield0.00%1.03%
Holdings1873,543
YTD Return-4.04%+11.06%Best
1Y Return-+15.41%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+11.52%
Top 10 Weight20.3%Best33.3%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionAug 26, 2026May 24, 2001

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

AESG 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.

AESG vs VTI Performance

Harbor AlphaEdge Small Cap Growth ETF (AESG) is an ETF from Harbor Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, AESG is down 4.04% versus a gain of 11.06% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

AESG charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, AESG currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

AESG already in VTI91.0%
VTI already in AESG0.8%

91.0% of AESG's money is in holdings VTI also owns. 0.8% of VTI's money is in holdings AESG also owns.

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

171 positions in common, counted across the 187 positions we hold weights for in AESG and 3,463 in VTI, against full books of 187 and 3,543.

What only one of them owns

Our book lists 1,077 positions for VTI that do not appear in our book for AESG (96.7% of the fund), and 10 for AESG that do not appear in VTI (5.1%).

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 AESGWeight in VTIDifference
RAMPLiveramp Holdings Inc2.58%0.00%2.58%
FBP:PRFirst Bancorp/puerto Rico2.56%0.01%2.55%
APLEApple Hospitality Reit Inc2.56%0.00%2.56%
BFHBread Financial Holdings, Inc.2.53%0.01%2.52%
ENVAEnova International Inc. (usd)1.78%0.01%1.77%
PTGXProtagonist Therapeutics Inc1.73%0.01%1.72%
CAKECheesecake Factory Inc/the1.70%0.01%1.69%
SLDESlide Insurance Holdings Inc1.64%0.00%1.64%
HRMYHarmony Biosciences, Llc1.60%0.00%1.60%
VCTRVictory Receivables Corp1.57%0.01%1.56%

91.0% of AESG 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.

AESGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AESG or VTI?

AESG has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option, by $37 a year on a $10,000 investment.

What is the holdings overlap between AESG and VTI?

91.0% of AESG's money is in holdings VTI also owns. 0.8% of VTI's is in holdings AESG also owns. They hold 171 positions in common, counted across the 187 positions we hold weights for in AESG and 3,463 in VTI.

Which pays a higher dividend, AESG or VTI?

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

Is VTI better than AESG?

VTI has a lower expense ratio. AESG is less concentrated, with 20.3% 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.