DVXV vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: DVXVMore Diversified: VTI

Side-by-Side Comparison

MetricDVXVVTIWinner
Expense Ratio0.89%0.03%
AUM$491,839$663.5B
Dividend Yield0.00%1.07%
Holdings23,543
YTD Return+7.92%+13.87%
1Y Return+44.53%+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)21.8%15.3%
Max Drawdown-14.4%-56.6%
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJul 22, 2025May 24, 2001

DVXV vs VTI Performance

WEBs Health Care XLV Defined Volatility ETF (DVXV) is a ETF from WEBs Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DVXV returned +44.53% while VTI returned +23.31%. Year to date, DVXV is up 7.92% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

DVXV has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -14.4% for DVXV 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVXV 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, DVXV currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DVXV 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, DVXV or VTI?

DVXV 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, DVXV or VTI?

Over the past year DVXV returned +44.53% vs +23.31% for VTI, so DVXV leads on 1-year performance. Over the longest common window we track (1 years), DVXV annualized +34.54% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, DVXV or VTI?

DVXV has been the more volatile fund at 21.8% annualized versus 15.3% for VTI. Worst drawdown: DVXV -14.4% vs VTI -56.6%.

Should I hold both DVXV and VTI?

DVXV and VTI have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVXV and VTI?

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

Which pays a higher dividend, DVXV or VTI?

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

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