AGMI vs VTI

AGMI vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. AGMI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: AGMIMore Diversified: VTI

Side-by-Side Comparison

MetricAGMIVTIWinner
Expense Ratio0.35%0.03%
AUM$12M$666.9B
Dividend Yield4.77%1.07%
Holdings473,543
YTD Return+18.70%+13.67%
1Y Return+102.96%+22.17%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)43.6%15.3%
Max Drawdown-35.7%-56.6%
Fund FamilyThemes ETFsVanguard (US)
CategoryEquityEquity
InceptionMay 3, 2024May 24, 2001

AGMI vs VTI Performance

Themes Silver Miners ETF (AGMI) is a ETF from Themes ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AGMI returned +102.96% while VTI returned +22.17%. Year to date, AGMI is up 18.70% versus a gain of 13.67% for VTI.

Risk: Volatility and Drawdowns

AGMI has been the more volatile fund, with annualized monthly volatility of 43.6% compared with 15.3% 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

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 4.77% against 1.07% for VTI.

Holdings Overlap

0.3%overlap

AGMI and VTI share 3 holdings out of 2821 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGMIWeight in VTIDifference
NEM9.68%0.14%9.54%
CDE3.04%0.02%3.02%
FCX2.63%0.12%2.51%

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. On a $10,000 investment, that is $32 per year of difference.

Which performed better, AGMI or VTI?

Over the past year AGMI returned +102.96% vs +22.17% for VTI, so AGMI leads on 1-year performance. Over the longest common window we track (2 years), AGMI annualized +67.88% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, AGMI or VTI?

AGMI has been the more volatile fund at 43.6% annualized versus 15.3% for VTI. Worst drawdown: AGMI -35.7% vs VTI -56.6%.

Should I hold both AGMI and VTI?

AGMI and VTI have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGMI and VTI?

AGMI and VTI share 3 common holdings with a 0.3% weight overlap. Combined, they hold 2821 unique securities.

Which pays a higher dividend, AGMI or VTI?

AGMI yields 4.77% while VTI yields 1.07%, so AGMI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free