DDLS vs VTI

DDLS vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricDDLSVTIWinner
Expense Ratio0.48%0.03%
AUM$431M$666.9B
Dividend Yield3.62%1.07%
Holdings1,0403,543
YTD Return+6.34%+13.38%
1Y Return+11.70%+21.12%
3Y Return (annualized)+17.90%+21.85%
5Y Return (annualized)+9.35%+12.44%
Volatility (annualized)13.5%15.3%
Max Drawdown-36.8%-56.6%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJan 7, 2016May 24, 2001

DDLS vs VTI Performance

WisdomTree Dynamic International SmallCap Equity Fund (DDLS) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DDLS returned +11.70% while VTI returned +21.12%. Year to date, DDLS is up 6.34% versus a gain of 13.38% for VTI.

Over three years, DDLS compounded at +17.90% per year against +21.85% for VTI; over five years the annualized figures are +9.35% and +12.44% respectively. Across the full 11-year window we track, DDLS has the edge at +9.69% annualized vs +8.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.5% for DDLS. 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 -36.8% for DDLS 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DDLS charges 0.48% per year while VTI charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DDLS currently yields 3.62% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DDLS and VTI share 4 holdings out of 3718 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DDLSWeight in VTIDifference
SHEN0.30%0.00%0.30%
BILL0.17%0.00%0.17%
AMAL0.10%0.00%0.10%
CASHProProPro
FundXLS Pro
See the top 4 holdings DDLS shares with VTI
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, DDLS or VTI?

DDLS has an expense ratio of 0.48% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, DDLS or VTI?

Over the past year DDLS returned +11.70% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (11 years), DDLS annualized +9.69% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, DDLS or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 13.5% for DDLS. Worst drawdown: DDLS -36.8% vs VTI -56.6%.

Should I hold both DDLS and VTI?

DDLS and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DDLS and VTI?

DDLS and VTI share 4 common holdings with a 0.0% weight overlap. Combined, they hold 3718 unique securities.

Which pays a higher dividend, DDLS or VTI?

DDLS yields 3.62% while VTI yields 1.07%, so DDLS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free