COAL vs VTI
Range Global Coal Index ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. COAL delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | COAL | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $52M | $666.9B | |
| Dividend Yield | 2.65% | 1.07% | |
| Holdings | 29 | 3,543 | |
| YTD Return | +14.28% | +13.14% | |
| 1Y Return | +39.30% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 26.8% | 15.3% | |
| Max Drawdown | -43.3% | -56.6% | |
| Fund Family | Range ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2024 | May 24, 2001 |
COAL vs VTI Performance
Range Global Coal Index ETF (COAL) is a ETF from Range ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year COAL returned +39.30% while VTI returned +22.35%. Year to date, COAL is up 14.28% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
COAL has been the more volatile fund, with annualized monthly volatility of 26.8% 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 -43.3% for COAL 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COAL charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, COAL currently yields 2.65% against 1.07% for VTI.
Holdings Overlap
COAL and VTI share 9 holdings out of 2808 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, COAL or VTI?
COAL has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, COAL or VTI?
Over the past year COAL returned +39.30% vs +22.35% for VTI, so COAL leads on 1-year performance. Over the longest common window we track (3 years), COAL annualized +3.24% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, COAL or VTI?
COAL has been the more volatile fund at 26.8% annualized versus 15.3% for VTI. Worst drawdown: COAL -43.3% vs VTI -56.6%.
Should I hold both COAL and VTI?
COAL and VTI have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COAL and VTI?
COAL and VTI share 9 common holdings with a 0.0% weight overlap. Combined, they hold 2808 unique securities.
Which pays a higher dividend, COAL or VTI?
COAL yields 2.65% while VTI yields 1.07%, so COAL currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.