AMZP vs VTI

AMZP 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

MetricAMZPVTIWinner
Expense Ratio0.99%0.03%
AUM$19M$666.9B
Dividend Yield20.77%1.07%
Holdings103,543
YTD Return+1.25%+13.14%
1Y Return+5.71%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)29.5%15.3%
Max Drawdown-27.4%-56.6%
Fund FamilyKurvVanguard (US)
CategoryAlternativeEquity
InceptionOct 27, 2023May 24, 2001

AMZP vs VTI Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is a ETF from Kurv and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AMZP returned +5.71% while VTI returned +22.35%. Year to date, AMZP is up 1.25% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

AMZP has been the more volatile fund, with annualized monthly volatility of 29.5% 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 -27.4% for AMZP 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZP charges 0.99% per year while VTI charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AMZP currently yields 20.77% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, AMZP or VTI?

AMZP has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, AMZP or VTI?

Over the past year AMZP returned +5.71% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), AMZP annualized +13.12% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, AMZP or VTI?

AMZP has been the more volatile fund at 29.5% annualized versus 15.3% for VTI. Worst drawdown: AMZP -27.4% vs VTI -56.6%.

Should I hold both AMZP and VTI?

AMZP and VTI have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AMZP or VTI?

AMZP yields 20.77% while VTI yields 1.07%, so AMZP currently pays the higher dividend yield.

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