Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricDUNKVTIWinner
Expense Ratio0.75%0.03%
AUM$154M$663.5B
Dividend Yield0.00%1.07%
Holdings233,543
YTD Return+16.18%+14.20%
1Y Return+12.58%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)-15.3%
Max Drawdown-25.6%-56.6%
Fund FamilyDana Investment AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 15, 2025May 24, 2001

DUNK vs VTI Performance

Dana Unconstrained Equity ETF (DUNK) is a ETF from Dana Investment Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DUNK returned +12.58% while VTI returned +24.16%. Year to date, DUNK is up 16.18% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -25.6% for DUNK and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DUNK charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, DUNK currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

25.8%overlap

DUNK and VTI share 21 holdings out of 2786 unique holdings combined, representing a 25.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DUNKWeight in VTIDifference
NVDA7.06%6.32%0.74%
SNOW12.27%0.12%12.15%
MSFT7.25%3.81%3.44%
DDOGProProPro
NOWProProPro
AMZNProProPro
LLYProProPro
JNJProProPro
VProProPro
DASHProProPro
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Frequently Asked Questions

Which is cheaper, DUNK or VTI?

DUNK has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, DUNK or VTI?

Over the past year DUNK returned +12.58% vs +24.16% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between DUNK and VTI?

DUNK and VTI share 21 common holdings with a 25.8% weight overlap. Combined, they hold 2786 unique securities.

Which pays a higher dividend, DUNK or VTI?

DUNK yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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