DNL vs VTI

DNL 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

MetricDNLVTIWinner
Expense Ratio0.42%0.03%
AUM$505M$666.9B
Dividend Yield1.32%1.07%
Holdings2023,543
YTD Return+11.75%+13.67%
1Y Return+20.19%+22.17%
3Y Return (annualized)+12.15%+21.93%
5Y Return (annualized)+4.62%+12.51%
Volatility (annualized)16.4%15.3%
Max Drawdown-46.9%-56.6%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 16, 2006May 24, 2001

DNL vs VTI Performance

WisdomTree Global ex-US Quality Growth Fund (DNL) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DNL returned +20.19% while VTI returned +22.17%. Year to date, DNL is up 11.75% versus a gain of 13.67% for VTI.

Over three years, DNL compounded at +12.15% per year against +21.93% for VTI; over five years the annualized figures are +4.62% and +12.51% respectively. Across the full 20-year window we track, VTI has the edge at +8.11% annualized vs +3.78%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DNL has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -46.9% for DNL 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

DNL charges 0.42% per year while VTI charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, DNL currently yields 1.32% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DNL and VTI share 2 holdings out of 2987 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DNLWeight in VTIDifference
SIG:LN0.34%0.00%0.34%
ELME0.00%0.00%0.00%

Frequently Asked Questions

Which is cheaper, DNL or VTI?

DNL has an expense ratio of 0.42% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, DNL or VTI?

Over the past year DNL returned +20.19% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), DNL annualized +3.78% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, DNL or VTI?

DNL has been the more volatile fund at 16.4% annualized versus 15.3% for VTI. Worst drawdown: DNL -46.9% vs VTI -56.6%.

Should I hold both DNL and VTI?

DNL 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 DNL and VTI?

DNL and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2987 unique securities.

Which pays a higher dividend, DNL or VTI?

DNL yields 1.32% while VTI yields 1.07%, so DNL 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