DJIA vs VTI
Global X Dow 30 Covered Call ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | DJIA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $192M | $666.9B | |
| Dividend Yield | 10.51% | 1.07% | |
| Holdings | 34 | 3,543 | |
| YTD Return | +8.72% | +13.14% | |
| 1Y Return | +17.32% | +22.35% | |
| 3Y Return (annualized) | +11.86% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 9.5% | 15.3% | |
| Max Drawdown | -16.9% | -56.6% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2022 | May 24, 2001 |
DJIA vs VTI Performance
Global X Dow 30 Covered Call ETF (DJIA) is a ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DJIA returned +17.32% while VTI returned +22.35%. Year to date, DJIA is up 8.72% versus a gain of 13.14% for VTI.
Over three years, DJIA compounded at +11.86% per year against +21.83% for VTI. Across the full 5-year window we track, DJIA has the edge at +8.59% annualized vs +8.09%. 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 9.5% for DJIA. 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 -16.9% for DJIA 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJIA charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, DJIA currently yields 10.51% against 1.07% for VTI.
Holdings Overlap
DJIA and VTI share 19 holdings out of 2791 unique holdings combined, representing a 14.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DJIA or VTI?
DJIA has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, DJIA or VTI?
Over the past year DJIA returned +17.32% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), DJIA annualized +8.59% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, DJIA or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 9.5% for DJIA. Worst drawdown: DJIA -16.9% vs VTI -56.6%.
Should I hold both DJIA and VTI?
DJIA and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJIA and VTI?
DJIA and VTI share 19 common holdings with a 14.0% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, DJIA or VTI?
DJIA yields 10.51% while VTI yields 1.07%, so DJIA currently pays the higher dividend yield.
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