AMZZ vs VTI

AMZZ vs VTI

Which is better, AMZZ 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

MetricAMZZVTI
Expense Ratio1.15%0.03%Best
AUM$39M$666.9B
Dividend Yield0.00%1.03%
Holdings23,543
YTD Return+8.12%+11.65%Best
1Y Return-0.70%+17.34%Best
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+11.72%
Volatility (annualized)62.7%12.4%Best
Max Drawdown-55.3%-19.3%Best
$10,000 over 2.5 years$13,136$15,154Best
Fund FamilyGraniteSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 4, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 18, 2024 to Sep 10, 2026 (2.5 years).

AMZZ 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 2.5 years both funds cover.

AMZZ vs VTI Performance

GraniteShares 2x Long AMZN Daily ETF (AMZZ) is an ETF from GraniteShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AMZZ returned -0.70% while VTI returned +17.34%. Year to date, AMZZ is up 8.12% versus a gain of 11.65% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZZ has been the more volatile fund, with annualized monthly volatility of 62.7% compared with 12.4% 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 -55.3% for AMZZ 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 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMZZ charges 1.15% per year while VTI charges 0.03%. On a $10,000 position that is $115 vs $3 annually, a gap of $112 per year that compounds over a long holding period. On income, AMZZ currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in AMZZ and 2,787 in VTI, totalling 66.7% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 1 positions we hold weights for in AMZZ and 2,787 in VTI, against full books of 2 and 3,543.

Top Shared Holdings

StockWeight in AMZZWeight in VTIDifference
AMZNAmazon.Com Inc66.65%3.17%63.48%

You are not choosing between two funds in isolation.

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

AMZZVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMZZ or VTI?

AMZZ has an expense ratio of 1.15% while VTI charges 0.03%. VTI is the cheaper option, by $112 a year on a $10,000 investment.

Which performed better, AMZZ or VTI?

Over the past year AMZZ returned -0.70% vs +17.34% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZZ or VTI?

AMZZ has been the more volatile fund at 62.7% annualized versus 12.4% for VTI. Worst drawdown: AMZZ -55.3% vs VTI -19.3%.

Should I hold both AMZZ and VTI?

AMZZ and VTI have a monthly-return correlation of 0.64, 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, AMZZ or VTI?

AMZZ yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than AMZZ?

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.