BRKC vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBRKCVTIWinner
Expense Ratio0.99%0.03%
AUM$11M$663.5B
Dividend Yield18.68%1.07%
Holdings103,543
YTD Return+1.44%+14.22%
1Y Return+2.28%+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)11.2%15.3%
Max Drawdown-7.7%-56.6%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionJun 4, 2025May 24, 2001

BRKC vs VTI Performance

YieldMax BRK.B Option Income Strategy ETF (BRKC) is a ETF from YieldMax ETF and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BRKC returned +2.28% while VTI returned +22.19%. Year to date, BRKC is up 1.44% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.2% for BRKC. 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 -7.7% for BRKC 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BRKC charges 0.99% per year while VTI charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BRKC currently yields 18.68% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BRKC and VTI share 0 holdings out of 2785 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, BRKC or VTI?

BRKC has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, BRKC or VTI?

Over the past year BRKC returned +2.28% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BRKC annualized -0.04% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, BRKC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 11.2% for BRKC. Worst drawdown: BRKC -7.7% vs VTI -56.6%.

Should I hold both BRKC and VTI?

BRKC and VTI have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BRKC and VTI?

BRKC and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2785 unique securities.

Which pays a higher dividend, BRKC or VTI?

BRKC yields 18.68% while VTI yields 1.07%, so BRKC currently pays the higher dividend yield.

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