AGRH vs VTI

AGRH vs VTI

Which is better, AGRH or VTI?

VTI has been ahead.

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

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

MetricAGRHVTI
Expense Ratio0.13%0.03%Best
AUM$8M$666.9B
Dividend Yield4.11%1.03%
Holdings1133,543
Volatility (annualized)1.5%Best15.1%
Max Drawdown-1.7%Best-19.3%
$10,000 over 4.1 years$12,373$20,667Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 22, 2022May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 33 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AGRH has data through Aug 12, 2026 and VTI through Sep 14, 2026.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jun 27, 2022 to Aug 12, 2026 (4.1 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.5% for AGRH. 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 -1.7% for AGRH 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AGRH charges 0.13% per year while VTI charges 0.03%. On a $10,000 position that is $13 vs $3 annually, a gap of $10 per year that compounds over a long holding period. On income, AGRH currently yields 4.11% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 2 holdings in AGRH and 3,463 in VTI, totalling 97.2% 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 2 positions we hold weights for in AGRH and 3,463 in VTI, against full books of 113 and 3,543.

You are not choosing between two funds in isolation.

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

AGRHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AGRH or VTI?

AGRH has an expense ratio of 0.13% while VTI charges 0.03%. VTI is the cheaper option, by $10 a year on a $10,000 investment.

Which is riskier, AGRH or VTI?

VTI has been the more volatile fund at 15.1% annualized versus 1.5% for AGRH. Worst drawdown: AGRH -1.7% vs VTI -19.3%.

Should I hold both AGRH and VTI?

AGRH and VTI have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AGRH or VTI?

AGRH yields 4.11% while VTI yields 1.03%, so AGRH currently pays the higher dividend yield.

Is VTI better than AGRH?

VTI has a lower expense ratio. VTI 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.