BUL vs VTI

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

MetricBULVTIWinner
Expense Ratio0.60%0.03%
AUM$132M$663.5B
Dividend Yield0.22%1.07%
Holdings513,543
YTD Return+15.41%+14.96%
1Y Return+22.13%+22.39%
3Y Return (annualized)+20.92%+21.51%
5Y Return (annualized)+11.12%+12.36%
Volatility (annualized)19.8%15.4%
Max Drawdown-37.3%-56.6%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
InceptionMay 2, 2019May 24, 2001

BUL vs VTI Performance

Pacer US Cash Cows Growth ETF (BUL) is a ETF from Pacer ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BUL returned +22.13% while VTI returned +22.39%. Year to date, BUL is up 15.41% versus a gain of 14.96% for VTI.

Over three years, BUL compounded at +20.92% per year against +21.51% for VTI; over five years the annualized figures are +11.12% and +12.36% respectively. Across the full 7-year window we track, BUL has the edge at +14.42% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUL has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 15.4% 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 -37.3% for BUL 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUL charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BUL currently yields 0.22% against 1.07% for VTI.

Holdings Overlap

1.2%overlap

BUL and VTI share 41 holdings out of 2793 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BULWeight in VTIDifference
BKNG5.49%0.19%5.30%
UBER5.31%0.20%5.11%
HCA5.21%0.08%5.13%
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Frequently Asked Questions

Which is cheaper, BUL or VTI?

BUL has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, BUL or VTI?

Over the past year BUL returned +22.13% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), BUL annualized +14.42% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, BUL or VTI?

BUL has been the more volatile fund at 19.8% annualized versus 15.4% for VTI. Worst drawdown: BUL -37.3% vs VTI -56.6%.

Should I hold both BUL and VTI?

BUL and VTI have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BUL and VTI?

BUL and VTI share 41 common holdings with a 1.2% weight overlap. Combined, they hold 2793 unique securities.

Which pays a higher dividend, BUL or VTI?

BUL yields 0.22% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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