DMCY vs VTI

DMCY vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: DMCYMore Diversified: VTI

Side-by-Side Comparison

MetricDMCYVTIWinner
Expense Ratio0.50%0.03%
AUM$5M$666.9B
Dividend Yield2.94%1.07%
Holdings53,543
YTD Return+4.90%+12.65%
1Y Return+26.32%+21.39%
3Y Return (annualized)+14.13%+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)14.7%15.3%
Max Drawdown-28.6%-56.6%
Fund FamilyDemocracy InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMar 31, 2021May 24, 2001

DMCY vs VTI Performance

Democracy International Fund (DMCY) is a ETF from Democracy Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DMCY returned +26.32% while VTI returned +21.39%. Year to date, DMCY is up 4.90% versus a gain of 12.65% for VTI.

Over three years, DMCY compounded at +14.13% per year against +21.54% for VTI. Across the full 5-year window we track, VTI has the edge at +8.07% annualized vs +7.91%. 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 14.7% for DMCY. 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 -28.6% for DMCY 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMCY 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, DMCY currently yields 2.94% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

DMCY and VTI share 2 holdings out of 2983 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DMCYWeight in VTIDifference
WCN:CA0.21%0.06%0.15%
TW0.06%0.02%0.04%

Frequently Asked Questions

Which is cheaper, DMCY or VTI?

DMCY 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.

Which performed better, DMCY or VTI?

Over the past year DMCY returned +26.32% vs +21.39% for VTI, so DMCY leads on 1-year performance. Over the longest common window we track (5 years), DMCY annualized +7.91% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, DMCY or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.7% for DMCY. Worst drawdown: DMCY -28.6% vs VTI -56.6%.

Should I hold both DMCY and VTI?

DMCY and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DMCY and VTI?

DMCY and VTI share 2 common holdings with a 0.1% weight overlap. Combined, they hold 2983 unique securities.

Which pays a higher dividend, DMCY or VTI?

DMCY yields 2.94% while VTI yields 1.07%, so DMCY currently pays the higher dividend yield.

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