ASMF vs VTI

ASMF vs VTI

Which is better, ASMF or VTI?

Option Writing against Large Cap Blend.

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

MetricASMFVTI
Expense Ratio0.80%0.03%Best
AUM$30M$666.9B
Dividend Yield0.20%1.03%
Holdings223,543
YTD Return+10.80%+12.28%Best
1Y Return+15.94%+16.78%Best
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+11.94%
Volatility (annualized)8.5%Best12.1%
Max Drawdown-15.3%Best-19.3%
$10,000 over 2.3 years$10,859$14,644Best
Fund FamilyVirtus Investment PartnersVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionMay 15, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 16, 2024 to Sep 17, 2026 (2.3 years).

ASMF 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 2.3 years both funds cover.

ASMF vs VTI Performance

Virtus AlphaSimplex Managed Futures ETF (ASMF) is an ETF from Virtus Investment Partners and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year ASMF returned +15.94% while VTI returned +16.78%. Year to date, ASMF is up 10.80% versus a gain of 12.28% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 8.5% for ASMF. 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 -15.3% for ASMF 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 0.30. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ASMF charges 0.80% per year while VTI charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, ASMF currently yields 0.20% against 1.03% for VTI.

You are not choosing between two funds in isolation.

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

ASMFVTI

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Frequently Asked Questions

Which is cheaper, ASMF or VTI?

ASMF has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option, by $77 a year on a $10,000 investment.

Which performed better, ASMF or VTI?

Over the past year ASMF returned +15.94% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), ASMF annualized +3.65% vs +18.04% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ASMF or VTI?

VTI has been the more volatile fund at 12.1% annualized versus 8.5% for ASMF. Worst drawdown: ASMF -15.3% vs VTI -19.3%.

Should I hold both ASMF and VTI?

ASMF and VTI have a monthly-return correlation of 0.30, 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, ASMF or VTI?

ASMF yields 0.20% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than ASMF?

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.