AOTG vs VTI
AOT Growth and Innovation ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. AOTG delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | AOTG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $105M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 42 | 3,543 | |
| YTD Return | +17.87% | +14.82% | |
| 1Y Return | +26.92% | +22.43% | |
| 3Y Return (annualized) | +29.42% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 26.0% | 15.4% | |
| Max Drawdown | -31.6% | -56.6% | |
| Fund Family | AOT Invest | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2022 | May 24, 2001 |
AOTG vs VTI Performance
AOT Growth and Innovation ETF (AOTG) is a ETF from AOT Invest and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AOTG returned +26.92% while VTI returned +22.43%. Year to date, AOTG is up 17.87% versus a gain of 14.82% for VTI.
Over three years, AOTG compounded at +29.42% per year against +21.93% for VTI. Across the full 4-year window we track, AOTG has the edge at +26.74% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOTG has been the more volatile fund, with annualized monthly volatility of 26.0% compared with 15.4% 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 -31.6% for AOTG 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AOTG charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, AOTG currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
AOTG and VTI share 34 holdings out of 2795 unique holdings combined, representing a 27.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOTG or VTI?
AOTG has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, AOTG or VTI?
Over the past year AOTG returned +26.92% vs +22.43% for VTI, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +26.74% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, AOTG or VTI?
AOTG has been the more volatile fund at 26.0% annualized versus 15.4% for VTI. Worst drawdown: AOTG -31.6% vs VTI -56.6%.
Should I hold both AOTG and VTI?
AOTG and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOTG and VTI?
AOTG and VTI share 34 common holdings with a 27.7% weight overlap. Combined, they hold 2795 unique securities.
Which pays a higher dividend, AOTG or VTI?
AOTG yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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