DVRE vs VTI

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

MetricDVREVTIWinner
Expense Ratio0.89%0.03%
AUM$257,501$663.5B
Dividend Yield0.89%1.07%
Holdings43,543
YTD Return+10.74%+14.16%
1Y Return+6.22%+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)23.0%15.3%
Max Drawdown-15.9%-56.6%
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJul 22, 2025May 24, 2001

DVRE vs VTI Performance

WEBs Real Estate XLRE Defined Volatility ETF (DVRE) is a ETF from WEBs Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DVRE returned +6.22% while VTI returned +23.62%. Year to date, DVRE is up 10.74% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

DVRE has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -15.9% for DVRE 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVRE charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, DVRE currently yields 0.89% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DVRE and VTI share 0 holdings out of 2784 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, DVRE or VTI?

DVRE has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, DVRE or VTI?

Over the past year DVRE returned +6.22% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), DVRE annualized -1.90% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, DVRE or VTI?

DVRE has been the more volatile fund at 23.0% annualized versus 15.3% for VTI. Worst drawdown: DVRE -15.9% vs VTI -56.6%.

Should I hold both DVRE and VTI?

DVRE and VTI have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVRE and VTI?

DVRE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, DVRE or VTI?

DVRE yields 0.89% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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