AGMI vs VTI

AGMI vs VTI

Which is better, AGMI or VTI?

AGMI has been ahead.

VTI has a lower expense ratio. AGMI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: AGMI

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

MetricAGMIVTI
Expense Ratio0.35%0.03%Best
AUM$13M$666.9B
Dividend Yield3.69%1.03%
Holdings473,543
YTD Return+18.73%Best+11.65%
1Y Return+66.98%Best+17.34%
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+11.72%
Volatility (annualized)43.6%12.1%Best
Max Drawdown-35.7%-19.3%Best
$10,000 over 2.4 years$33,598Best$15,261
Fund FamilyThemes ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 3, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 3, 2024 to Sep 10, 2026 (2.4 years).

AGMI 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 2.4 years both funds cover.

AGMI vs VTI Performance

Themes Silver Miners ETF (AGMI) is an ETF from Themes ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AGMI returned +66.98% while VTI returned +17.34%. Year to date, AGMI is up 18.73% versus a gain of 11.65% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGMI has been the more volatile fund, with annualized monthly volatility of 43.6% compared with 12.1% for VTI. 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 -35.7% for AGMI and -19.3% 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 0.17. They move largely independently of each other.

Fees and Cost Over Time

AGMI charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, AGMI currently yields 3.69% against 1.03% for VTI.

Holdings Overlap

AGMI already in VTI16.1%

At least 16.1% of AGMI's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

AGMI and VTI share little of their money.

The two holdings books were reported 49 days apart, AGMI as of Aug 18, 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.

3 positions in common, counted across the 37 positions we hold weights for in AGMI and 2,787 in VTI, against full books of 47 and 3,543.

Top Shared Holdings

StockWeight in AGMIWeight in VTIDifference
NEMNewmont Corp.10.50%0.14%10.36%
CDECoeur Mining Inc3.22%0.02%3.20%
FCXFreeport-McMoran Copper & Gold Inc2.42%0.12%2.30%

You are not choosing between two funds in isolation.

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

AGMIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AGMI or VTI?

AGMI has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, AGMI or VTI?

Over the past year AGMI returned +66.98% vs +17.34% for VTI, so AGMI leads on 1-year performance. Over the longest common window we track (2 years), AGMI annualized +65.69% vs +19.26% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AGMI or VTI?

AGMI has been the more volatile fund at 43.6% annualized versus 12.1% for VTI. Worst drawdown: AGMI -35.7% vs VTI -19.3%.

Should I hold both AGMI and VTI?

AGMI and VTI have a monthly-return correlation of 0.17, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AGMI and VTI?

At least 16.1% of AGMI's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 37 positions we hold weights for in AGMI and 2,787 in VTI.

Which pays a higher dividend, AGMI or VTI?

AGMI yields 3.69% while VTI yields 1.03%, so AGMI currently pays the higher dividend yield.

Is VTI better than AGMI?

VTI has a lower expense ratio. AGMI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.