Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricDIVVTIWinner
Expense Ratio0.45%0.03%
AUM$787M$663.5B
Dividend Yield6.69%1.07%
Holdings523,543
YTD Return+16.56%+14.20%
1Y Return+20.49%+24.16%
3Y Return (annualized)+12.03%+21.12%
5Y Return (annualized)+6.54%+12.37%
Volatility (annualized)16.7%15.3%
Max Drawdown-62.5%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMar 11, 2013May 24, 2001

DIV vs VTI Performance

Global X SuperDividend US ETF (DIV) is a ETF from Global X by mirae Asset and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DIV returned +20.49% while VTI returned +24.16%. Year to date, DIV is up 16.56% versus a gain of 14.20% for VTI.

Over three years, DIV compounded at +12.03% per year against +21.12% for VTI; over five years the annualized figures are +6.54% and +12.37% respectively. Across the full 13-year window we track, VTI has the edge at +8.14% annualized vs +0.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIV has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -62.5% for DIV 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DIV charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, DIV currently yields 6.69% against 1.07% for VTI.

Holdings Overlap

0.7%overlap

DIV and VTI share 14 holdings out of 2802 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVWeight in VTIDifference
UHT2.92%0.00%2.92%
NWN2.24%0.00%2.24%
VZ2.02%0.22%1.80%
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EBFProProPro
AVAProProPro
ENRProProPro
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Frequently Asked Questions

Which is cheaper, DIV or VTI?

DIV has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, DIV or VTI?

Over the past year DIV returned +20.49% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), DIV annualized +0.72% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, DIV or VTI?

DIV has been the more volatile fund at 16.7% annualized versus 15.3% for VTI. Worst drawdown: DIV -62.5% vs VTI -56.6%.

Should I hold both DIV and VTI?

DIV and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIV and VTI?

DIV and VTI share 14 common holdings with a 0.7% weight overlap. Combined, they hold 2802 unique securities.

Which pays a higher dividend, DIV or VTI?

DIV yields 6.69% while VTI yields 1.07%, so DIV currently pays the higher dividend yield.

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