DUKQ vs VTI
Ocean Park Domestic 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 | DUKQ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.03% | |
| AUM | $14M | $666.9B | |
| Dividend Yield | 0.32% | 1.07% | |
| Holdings | 14 | 3,543 | |
| YTD Return | +14.59% | +13.14% | |
| 1Y Return | +21.82% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 14.6% | 15.3% | |
| Max Drawdown | -18.4% | -56.6% | |
| Fund Family | Ocean Park Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | May 24, 2001 |
DUKQ vs VTI Performance
Ocean Park Domestic ETF (DUKQ) is a ETF from Ocean Park Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DUKQ returned +21.82% while VTI returned +22.35%. Year to date, DUKQ is up 14.59% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.6% for DUKQ. 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 -18.4% for DUKQ 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DUKQ charges 0.98% per year while VTI charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, DUKQ currently yields 0.32% against 1.07% for VTI.
Holdings Overlap
DUKQ and VTI share 0 holdings out of 2799 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUKQ or VTI?
DUKQ has an expense ratio of 0.98% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, DUKQ or VTI?
Over the past year DUKQ returned +21.82% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), DUKQ annualized +12.34% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, DUKQ or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 14.6% for DUKQ. Worst drawdown: DUKQ -18.4% vs VTI -56.6%.
Should I hold both DUKQ and VTI?
DUKQ and VTI have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DUKQ and VTI?
DUKQ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2799 unique securities.
Which pays a higher dividend, DUKQ or VTI?
DUKQ yields 0.32% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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