BPH vs VTI
BP P.L.C. ADRhedged vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BPH delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BPH | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $2M | $663.5B | |
| Dividend Yield | 2.70% | 1.07% | |
| Holdings | 2 | 3,543 | |
| YTD Return | +17.47% | +14.20% | |
| 1Y Return | +25.57% | +24.16% | |
| 3Y Return (annualized) | - | +21.12% | |
| 5Y Return (annualized) | - | +12.37% | |
| Volatility (annualized) | 35.4% | 15.3% | |
| Max Drawdown | -26.3% | -56.6% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 3, 2025 | May 24, 2001 |
BPH vs VTI Performance
BP P.L.C. ADRhedged (BPH) is a ETF from ADRH and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BPH returned +25.57% while VTI returned +24.16%. Year to date, BPH is up 17.47% versus a gain of 14.20% for VTI.
Risk: Volatility and Drawdowns
BPH has been the more volatile fund, with annualized monthly volatility of 35.4% 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 -26.3% for BPH 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 -0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BPH charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BPH currently yields 2.70% against 1.07% for VTI.
Holdings Overlap
BPH 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, BPH or VTI?
BPH has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BPH or VTI?
Over the past year BPH returned +25.57% vs +24.16% for VTI, so BPH leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +17.33% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BPH or VTI?
BPH has been the more volatile fund at 35.4% annualized versus 15.3% for VTI. Worst drawdown: BPH -26.3% vs VTI -56.6%.
Should I hold both BPH and VTI?
BPH and VTI have a monthly-return correlation of -0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BPH and VTI?
BPH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.
Which pays a higher dividend, BPH or VTI?
BPH yields 2.70% while VTI yields 1.07%, so BPH currently pays the higher dividend yield.
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