DRLL vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: DRLLMore Diversified: VTI

Side-by-Side Comparison

MetricDRLLVTIWinner
Expense Ratio0.41%0.03%
AUM$290M$663.5B
Dividend Yield2.44%1.07%
Holdings353,543
YTD Return+36.51%+14.96%
1Y Return+46.26%+22.39%
3Y Return (annualized)+12.24%+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)23.4%15.4%
Max Drawdown-24.3%-56.6%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 8, 2022May 24, 2001

DRLL vs VTI Performance

Strive US Energy ETF (DRLL) is a ETF from Strive Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DRLL returned +46.26% while VTI returned +22.39%. Year to date, DRLL is up 36.51% versus a gain of 14.96% for VTI.

Over three years, DRLL compounded at +12.24% per year against +21.51% for VTI. Across the full 4-year window we track, DRLL has the edge at +14.16% annualized vs +8.16%. 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 15.4% 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 -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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

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 2.44% against 1.07% for VTI.

Holdings Overlap

2.1%overlap

DRLL and VTI share 26 holdings out of 2791 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DRLLWeight in VTIDifference
CVX21.42%0.43%20.99%
XOM20.99%0.78%20.21%
MPC5.24%0.10%5.14%
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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. On a $10,000 investment, that is $38 per year of difference.

Which performed better, DRLL or VTI?

Over the past year DRLL returned +46.26% vs +22.39% for VTI, so DRLL leads on 1-year performance. Over the longest common window we track (4 years), DRLL annualized +14.16% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, DRLL or VTI?

DRLL has been the more volatile fund at 23.4% annualized versus 15.4% for VTI. Worst drawdown: DRLL -24.3% vs VTI -56.6%.

Should I hold both DRLL and VTI?

DRLL and VTI have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DRLL and VTI?

DRLL and VTI share 26 common holdings with a 2.1% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, DRLL or VTI?

DRLL yields 2.44% while VTI yields 1.07%, so DRLL currently pays the higher dividend yield.

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