BAI vs VTI

BAI vs VTI
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Quick Verdict

VTI has a lower expense ratio. BAI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: BAIMore Diversified: VTI

Side-by-Side Comparison

MetricBAIVTIWinner
Expense Ratio0.55%0.03%
AUM$14.4B$666.9B
Dividend Yield1.41%1.07%
Holdings593,543
YTD Return+31.61%+12.65%
1Y Return+50.00%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)38.4%15.3%
Max Drawdown-34.1%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 21, 2024May 24, 2001

BAI vs VTI Performance

iShares AI Innovation and Tech Active ETF (BAI) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BAI returned +50.00% while VTI returned +21.39%. Year to date, BAI is up 31.61% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

BAI has been the more volatile fund, with annualized monthly volatility of 38.4% 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 -34.1% for BAI 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BAI charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, BAI currently yields 1.41% against 1.07% for VTI.

Holdings Overlap

22.4%overlap

BAI and VTI share 28 holdings out of 2806 unique holdings combined, representing a 22.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BAIWeight in VTIDifference
NVDA5.17%6.32%1.15%
MU6.06%1.79%4.27%
AVGO5.37%2.46%2.91%
GOOGLProProPro
AMDProProPro
MSFTProProPro
AMZNProProPro
LRCXProProPro
INTCProProPro
WDCProProPro
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Frequently Asked Questions

Which is cheaper, BAI or VTI?

BAI has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, BAI or VTI?

Over the past year BAI returned +50.00% vs +21.39% for VTI, so BAI leads on 1-year performance. Over the longest common window we track (2 years), BAI annualized +38.33% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, BAI or VTI?

BAI has been the more volatile fund at 38.4% annualized versus 15.3% for VTI. Worst drawdown: BAI -34.1% vs VTI -56.6%.

Should I hold both BAI and VTI?

BAI and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BAI and VTI?

BAI and VTI share 28 common holdings with a 22.4% weight overlap. Combined, they hold 2806 unique securities.

Which pays a higher dividend, BAI or VTI?

BAI yields 1.41% while VTI yields 1.07%, so BAI currently pays the higher dividend yield.

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