CNAV vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: CNAVMore Diversified: VTI

Side-by-Side Comparison

MetricCNAVVTIWinner
Expense Ratio1.31%0.03%
AUM$48M$663.5B
Dividend Yield0.00%1.07%
Holdings333,543
YTD Return+25.36%+14.16%
1Y Return+39.73%+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)33.0%15.3%
Max Drawdown-30.1%-56.6%
Fund FamilyMohr FundsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionOct 1, 2024May 24, 2001

CNAV vs VTI Performance

Mohr Company Nav ETF (CNAV) is a ETF from Mohr Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CNAV returned +39.73% while VTI returned +23.62%. Year to date, CNAV is up 25.36% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

CNAV has been the more volatile fund, with annualized monthly volatility of 33.0% 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 -30.1% for CNAV 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CNAV charges 1.31% per year while VTI charges 0.03%. On a $10,000 position that is $131 vs $3 annually, a gap of $128 per year that compounds over a long holding period. On income, CNAV currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

9.1%overlap

CNAV and VTI share 29 holdings out of 2784 unique holdings combined, representing a 9.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CNAVWeight in VTIDifference
AMD4.73%1.30%3.43%
WDC5.65%0.30%5.35%
MU3.45%1.79%1.66%
FIXProProPro
CSCOProProPro
CATProProPro
DELLProProPro
INTCProProPro
ALABProProPro
NTAPProProPro
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Frequently Asked Questions

Which is cheaper, CNAV or VTI?

CNAV has an expense ratio of 1.31% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $128 per year of difference.

Which performed better, CNAV or VTI?

Over the past year CNAV returned +39.73% vs +23.62% for VTI, so CNAV leads on 1-year performance. Over the longest common window we track (2 years), CNAV annualized +27.74% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, CNAV or VTI?

CNAV has been the more volatile fund at 33.0% annualized versus 15.3% for VTI. Worst drawdown: CNAV -30.1% vs VTI -56.6%.

Should I hold both CNAV and VTI?

CNAV and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNAV and VTI?

CNAV and VTI share 29 common holdings with a 9.1% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, CNAV or VTI?

CNAV yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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