COPY vs VTI
Tweedy, Browne Insider + Value ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. COPY delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | COPY | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $372M | $663.5B | |
| Dividend Yield | 0.84% | 1.07% | |
| Holdings | 208 | 3,543 | |
| YTD Return | +20.73% | +14.16% | |
| 1Y Return | +34.66% | +23.62% | |
| 3Y Return (annualized) | - | +21.43% | |
| 5Y Return (annualized) | - | +12.33% | |
| Volatility (annualized) | 10.5% | 15.3% | |
| Max Drawdown | -14.1% | -56.6% | |
| Fund Family | Tweedy Browne Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 27, 2024 | May 24, 2001 |
COPY vs VTI Performance
Tweedy, Browne Insider + Value ETF (COPY) is a ETF from Tweedy Browne Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year COPY returned +34.66% while VTI returned +23.62%. Year to date, COPY is up 20.73% versus a gain of 14.16% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.5% for COPY. 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 -14.1% for COPY 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
COPY charges 0.80% per year while VTI charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, COPY currently yields 0.84% against 1.07% for VTI.
Holdings Overlap
COPY and VTI share 43 holdings out of 2914 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, COPY or VTI?
COPY has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, COPY or VTI?
Over the past year COPY returned +34.66% vs +23.62% for VTI, so COPY leads on 1-year performance. Over the longest common window we track (2 years), COPY annualized +33.10% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, COPY or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 10.5% for COPY. Worst drawdown: COPY -14.1% vs VTI -56.6%.
Should I hold both COPY and VTI?
COPY and VTI have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between COPY and VTI?
COPY and VTI share 43 common holdings with a 1.9% weight overlap. Combined, they hold 2914 unique securities.
Which pays a higher dividend, COPY or VTI?
COPY yields 0.84% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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