CVGD vs VTI
CresAlta Global Dividend ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | CVGD | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $141M | $666.9B | |
| Dividend Yield | 0.26% | 1.07% | |
| Holdings | 47 | 3,543 | |
| YTD Return | +6.96% | +12.65% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.5% | -56.6% | |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | May 24, 2001 |
CVGD vs VTI Performance
CresAlta Global Dividend ETF (CVGD) is a ETF from CresAlta Investment Management, Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, CVGD is up 6.96% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.5% for CVGD and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CVGD charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 1.07% for VTI.
Holdings Overlap
CVGD and VTI share 24 holdings out of 2807 unique holdings combined, representing a 4.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVGD or VTI?
CVGD has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
What is the holdings overlap between CVGD and VTI?
CVGD and VTI share 24 common holdings with a 4.8% weight overlap. Combined, they hold 2807 unique securities.
Which pays a higher dividend, CVGD or VTI?
CVGD yields 0.26% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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