ASMG vs VTI

Quick Verdict

VTI has a lower expense ratio. ASMG delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: ASMGMore Diversified: VTI

Side-by-Side Comparison

MetricASMGVTIWinner
Expense Ratio0.77%0.03%
AUM$34M$663.5B
Dividend Yield3.89%1.07%
Holdings53,543
YTD Return+91.78%+13.87%
1Y Return+350.54%+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)97.6%15.3%
Max Drawdown-44.0%-56.6%
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 14, 2025May 24, 2001

ASMG vs VTI Performance

Leverage Shares 2X Long ASML Daily ETF (ASMG) is a ETF from Leverage Shares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ASMG returned +350.54% while VTI returned +23.31%. Year to date, ASMG is up 91.78% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

ASMG has been the more volatile fund, with annualized monthly volatility of 97.6% 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 -44.0% for ASMG 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ASMG charges 0.77% per year while VTI charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, ASMG currently yields 3.89% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

ASMG and VTI share 0 holdings out of 2784 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ASMG or VTI?

ASMG has an expense ratio of 0.77% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, ASMG or VTI?

Over the past year ASMG returned +350.54% vs +23.31% for VTI, so ASMG leads on 1-year performance. Over the longest common window we track (2 years), ASMG annualized +129.32% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, ASMG or VTI?

ASMG has been the more volatile fund at 97.6% annualized versus 15.3% for VTI. Worst drawdown: ASMG -44.0% vs VTI -56.6%.

Should I hold both ASMG and VTI?

ASMG and VTI have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASMG and VTI?

ASMG and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, ASMG or VTI?

ASMG yields 3.89% while VTI yields 1.07%, so ASMG currently pays the higher dividend yield.

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