BRKW vs VTI
Roundhill BRKB WeeklyPay ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BRKW | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $15M | $666.9B | |
| Dividend Yield | 22.81% | 1.07% | |
| Holdings | 5 | 3,543 | |
| YTD Return | -8.42% | +12.65% | |
| 1Y Return | -8.17% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 17.5% | 15.3% | |
| Max Drawdown | -14.5% | -56.6% | |
| Fund Family | Roundhill Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 18, 2025 | May 24, 2001 |
BRKW vs VTI Performance
Roundhill BRKB WeeklyPay ETF (BRKW) is a ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BRKW returned -8.17% while VTI returned +21.39%. Year to date, BRKW is down 8.42% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
BRKW has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -14.5% for BRKW 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 -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKW charges 1.00% per year while VTI charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BRKW currently yields 22.81% against 1.07% for VTI.
Holdings Overlap
BRKW and VTI share 1 holdings out of 2788 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRKW | Weight in VTI | Difference |
|---|---|---|---|
| BRK.B | 7.83% | 1.24% | 6.59% |
Frequently Asked Questions
Which is cheaper, BRKW or VTI?
BRKW has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, BRKW or VTI?
Over the past year BRKW returned -8.17% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -6.03% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, BRKW or VTI?
BRKW has been the more volatile fund at 17.5% annualized versus 15.3% for VTI. Worst drawdown: BRKW -14.5% vs VTI -56.6%.
Should I hold both BRKW and VTI?
BRKW and VTI have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKW and VTI?
BRKW and VTI share 1 common holdings with a 1.2% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, BRKW or VTI?
BRKW yields 22.81% while VTI yields 1.07%, so BRKW currently pays the higher dividend yield.
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