AKRE vs VTI

AKRE vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAKREVTIWinner
Expense Ratio0.98%0.03%
AUM$5.5B$666.9B
Dividend Yield0.00%1.07%
Holdings203,543
YTD Return-9.37%+13.38%
1Y Return-+21.12%
3Y Return (annualized)-+21.85%
5Y Return (annualized)-+12.44%
Volatility (annualized)-15.3%
Max Drawdown-24.2%-56.6%
Fund FamilyAKRE Capital Management, LLCVanguard (US)
CategoryEquityEquity
InceptionOct 23, 2025May 24, 2001

AKRE vs VTI Performance

Akre Focus ETF (AKRE) is a ETF from AKRE Capital Management, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, AKRE is down 9.37% versus a gain of 13.38% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -24.2% for AKRE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AKRE charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, AKRE currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

2.1%overlap

AKRE and VTI share 13 holdings out of 2791 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AKREWeight in VTIDifference
MA13.85%0.56%13.29%
V7.18%0.77%6.41%
KKR7.24%0.08%7.16%
ROPProProPro
MCOProProPro
FICOProProPro
CSGPProProPro
CPRTProProPro
CCCSProProPro
ABNBProProPro
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Frequently Asked Questions

Which is cheaper, AKRE or VTI?

AKRE has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between AKRE and VTI?

AKRE and VTI share 13 common holdings with a 2.1% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, AKRE or VTI?

AKRE yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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