BDIV vs VTI
AAM Brentview Dividend Growth ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BDIV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $6M | $663.5B | |
| Dividend Yield | 1.06% | 1.07% | |
| Holdings | 38 | 3,543 | |
| YTD Return | +11.10% | +14.16% | |
| 1Y Return | +19.47% | +23.62% | |
| 3Y Return (annualized) | - | +21.43% | |
| 5Y Return (annualized) | - | +12.33% | |
| Volatility (annualized) | 11.0% | 15.3% | |
| Max Drawdown | -15.0% | -56.6% | |
| Fund Family | Advisors Asset Management, Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | May 24, 2001 |
BDIV vs VTI Performance
AAM Brentview Dividend Growth ETF (BDIV) is a ETF from Advisors Asset Management, Inc. and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BDIV returned +19.47% while VTI returned +23.62%. Year to date, BDIV is up 11.10% versus a gain of 14.16% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.0% for BDIV. 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 -15.0% for BDIV 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
BDIV charges 0.49% per year while VTI charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, BDIV currently yields 1.06% against 1.07% for VTI.
Holdings Overlap
BDIV and VTI share 35 holdings out of 2785 unique holdings combined, representing a 24.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDIV or VTI?
BDIV has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, BDIV or VTI?
Over the past year BDIV returned +19.47% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BDIV annualized +16.63% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BDIV or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.0% for BDIV. Worst drawdown: BDIV -15.0% vs VTI -56.6%.
Should I hold both BDIV and VTI?
BDIV 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 BDIV and VTI?
BDIV and VTI share 35 common holdings with a 24.3% weight overlap. Combined, they hold 2785 unique securities.
Which pays a higher dividend, BDIV or VTI?
BDIV yields 1.06% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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