DHSB vs VTI

DHSB vs VTI
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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

MetricDHSBVTIWinner
Expense Ratio0.68%0.03%
AUM$39M$666.9B
Dividend Yield1.19%1.07%
Holdings53,543
YTD Return+6.15%+14.82%
1Y Return+9.06%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)4.6%15.4%
Max Drawdown-7.7%-56.6%
Fund FamilyDay Hagan FundsVanguard (US)
CategoryAlternativeEquity
InceptionFeb 12, 2025May 24, 2001

DHSB vs VTI Performance

Day Hagan Smart Buffer ETF (DHSB) is a ETF from Day Hagan Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DHSB returned +9.06% while VTI returned +22.43%. Year to date, DHSB is up 6.15% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 4.6% for DHSB. 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 -7.7% for DHSB 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DHSB charges 0.68% per year while VTI charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, DHSB currently yields 1.19% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DHSB and VTI share 0 holdings out of 2788 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, DHSB or VTI?

DHSB has an expense ratio of 0.68% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, DHSB or VTI?

Over the past year DHSB returned +9.06% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), DHSB annualized +7.47% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, DHSB or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 4.6% for DHSB. Worst drawdown: DHSB -7.7% vs VTI -56.6%.

Should I hold both DHSB and VTI?

DHSB and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DHSB and VTI?

DHSB and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, DHSB or VTI?

DHSB yields 1.19% while VTI yields 1.07%, so DHSB currently pays the higher dividend yield.

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