BAIG vs VTI

BAIG vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBAIGVTIWinner
Expense Ratio0.78%0.03%
AUM$10M$666.9B
Dividend Yield3.36%1.07%
Holdings63,543
YTD Return-82.50%+13.67%
1Y Return-87.13%+22.17%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)129.0%15.3%
Max Drawdown-96.0%-56.6%
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
InceptionAug 20, 2025May 24, 2001

BAIG vs VTI Performance

Leverage Shares 2X Long BBAI Daily ETF (BAIG) is a ETF from Leverage Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BAIG returned -87.13% while VTI returned +22.17%. Year to date, BAIG is down 82.50% versus a gain of 13.67% for VTI.

Risk: Volatility and Drawdowns

BAIG has been the more volatile fund, with annualized monthly volatility of 129.0% 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 -96.0% for BAIG 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BAIG charges 0.78% per year while VTI charges 0.03%. On a $10,000 position that is $78 vs $3 annually, a gap of $75 per year that compounds over a long holding period. On income, BAIG currently yields 3.36% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BAIG and VTI share 0 holdings out of 2788 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, BAIG or VTI?

BAIG has an expense ratio of 0.78% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, BAIG or VTI?

Over the past year BAIG returned -87.13% vs +22.17% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, BAIG or VTI?

BAIG has been the more volatile fund at 129.0% annualized versus 15.3% for VTI. Worst drawdown: BAIG -96.0% vs VTI -56.6%.

Should I hold both BAIG and VTI?

BAIG and VTI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BAIG and VTI?

BAIG and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, BAIG or VTI?

BAIG yields 3.36% while VTI yields 1.07%, so BAIG currently pays the higher dividend yield.

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