CDL vs VTI

CDL vs VTI

Which is better, CDL or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. CDL led over 1Y, VTI over 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCDLVTI
Expense Ratio0.35%0.03%Best
AUM$409M$666.9B
Dividend Yield3.03%1.07%
Holdings1023,543
YTD Return+18.67%Best+13.95%
1Y Return+21.48%Best+21.44%
3Y Return (annualized)+16.75%+21.10%Best
5Y Return (annualized)+10.19%+11.77%Best
Volatility (annualized)14.9%Best15.6%
Max Drawdown-41.4%-35.0%Best
$10,000 over 5 years$16,245$17,443Best
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 7, 2015May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 8, 2015 to Sep 3, 2026 (11.2 years).

CDL vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.2 years both funds cover.

CDL vs VTI Performance

VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) is an ETF from Victory Capital Management Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CDL returned +21.48% while VTI returned +21.44%. Year to date, CDL is up 18.67% versus a gain of 13.95% for VTI.

Over three years, CDL compounded at +16.75% per year against +21.10% for VTI; over five years the annualized figures are +10.19% and +11.77% respectively. Across the full 11-year window we track, VTI has the edge at +12.91% annualized vs +9.64%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.9% for CDL. 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 -41.4% for CDL and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CDL charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CDL currently yields 3.03% against 1.07% for VTI.

Holdings Overlap

CDL already in VTI92.5%

At least 92.5% of CDL's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of CDL is already inside VTI. Owning both mostly buys the same companies twice.

92 positions in common, counted across the 100 positions we hold weights for in CDL and 2,787 in VTI, against full books of 102 and 3,543.

Top Shared Holdings

StockWeight in CDLWeight in VTIDifference
KOCoca Cola Co.1.55%0.38%1.17%
XOMExxon Mobil Corp.1.03%0.78%0.25%
DUKDuke Energy Corp1.57%0.14%1.43%
PGProcter & Gamble Company1.21%0.47%0.74%
FEFirstenergy Corp Sr Unsec1.58%0.04%1.54%
ABBVAbbvie Inc.1.00%0.61%0.39%
EVRGEvergy Inc.1.56%0.03%1.53%
WECWec Energy Group Inc.1.53%0.05%1.48%
SOSouthern Co.1.42%0.15%1.27%
LNTAlliant Energy Corp.1.53%0.03%1.50%

92.5% of CDL is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CDLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CDL or VTI?

CDL has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, CDL or VTI?

Over the past year CDL returned +21.48% vs +21.44% for VTI, so CDL leads on 1-year performance. Over the longest common window we track (11 years), CDL annualized +9.64% vs +12.91% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CDL or VTI?

VTI has been the more volatile fund at 15.6% annualized versus 14.9% for CDL. Worst drawdown: CDL -41.4% vs VTI -35.0%.

Should I hold both CDL and VTI?

CDL and VTI have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CDL and VTI?

At least 92.5% of CDL's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 92 positions in common, counted across the 100 positions we hold weights for in CDL and 2,787 in VTI.

Which pays a higher dividend, CDL or VTI?

CDL yields 3.03% while VTI yields 1.07%, so CDL currently pays the higher dividend yield.

Is VTI better than CDL?

VTI has a lower expense ratio. CDL led over 1Y, VTI over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.