DRLL vs VTI

DRLL vs VTI

Which is better, DRLL or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. DRLL led over 1Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 80.1%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDRLLVTI
Expense Ratio0.41%0.03%Best
AUM$319M$666.9B
Dividend Yield2.08%1.03%
Holdings353,543
YTD Return+45.60%Best+11.06%
1Y Return+47.63%Best+15.41%
3Y Return (annualized)+13.47%+20.48%Best
5Y Return (annualized)-+11.52%
Volatility (annualized)23.4%14.6%Best
Max Drawdown-24.3%-19.3%Best
$10,000 over 4.1 years$18,132$19,002Best
Top 10 Weight80.1%33.3%Best
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionAug 8, 2022May 24, 2001

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 16, 2026 (4.1 years).

DRLL vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.

DRLL vs VTI Performance

Strive US Energy ETF (DRLL) is an ETF from Strive Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DRLL returned +47.63% while VTI returned +15.41%. Year to date, DRLL is up 45.60% versus a gain of 11.06% for VTI.

Over three years, DRLL compounded at +13.47% per year against +20.48% for VTI. Across the full 4-year window we track, VTI has the edge at +16.95% annualized vs +15.62%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRLL has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 14.6% 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 -24.3% for DRLL and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.25. They move largely independently of each other.

Fees and Cost Over Time

DRLL charges 0.41% per year while VTI charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, DRLL currently yields 2.08% against 1.03% for VTI.

Holdings Overlap

DRLL already in VTI95.8%
VTI already in DRLL2.5%

95.8% of DRLL's money is in holdings VTI also owns. 2.5% of VTI's money is in holdings DRLL also owns.

Most of DRLL is already inside VTI. Owning both mostly buys the same companies twice.

31 positions in common, counted across the 34 positions we hold weights for in DRLL and 3,463 in VTI, against full books of 35 and 3,543.

What only one of them owns

Our book lists 1,123 positions for VTI that do not appear in our book for DRLL (94.9% of the fund), and 2 for DRLL that do not appear in VTI (0.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DRLLWeight in VTIDifference
CVXChevron Corp22.10%0.52%21.58%
XOMExxon Mobil Corp.21.12%0.89%20.23%
MPCMarathon Petroleum Corp5.92%0.13%5.79%
VLOValero Energy5.80%0.13%5.67%
PSXPhillips 665.64%0.12%5.52%
COPConocophillips Common Stock USD 0.014.44%0.20%4.24%
EOGEog Resources Inc4.20%0.11%4.09%
DVNDevon Energy Corporation4.11%0.07%4.04%
FANGDiamondback Energy, Inc.3.22%0.06%3.16%
EQTEQT Corp.2.75%0.05%2.70%

95.8% of DRLL is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DRLLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DRLL or VTI?

DRLL has an expense ratio of 0.41% while VTI charges 0.03%. VTI is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, DRLL or VTI?

Over the past year DRLL returned +47.63% vs +15.41% for VTI, so DRLL leads on 1-year performance. Over the longest common window we track (4 years), DRLL annualized +15.62% vs +16.95% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DRLL or VTI?

DRLL has been the more volatile fund at 23.4% annualized versus 14.6% for VTI. Worst drawdown: DRLL -24.3% vs VTI -19.3%.

Should I hold both DRLL and VTI?

DRLL and VTI have a monthly-return correlation of 0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DRLL and VTI?

95.8% of DRLL's money is in holdings VTI also owns. 2.5% of VTI's is in holdings DRLL also owns. They hold 31 positions in common, counted across the 34 positions we hold weights for in DRLL and 3,463 in VTI.

Which pays a higher dividend, DRLL or VTI?

DRLL yields 2.08% while VTI yields 1.03%, so DRLL currently pays the higher dividend yield.

Is VTI better than DRLL?

VTI has a lower expense ratio. DRLL led over 1Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 80.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.