DWM vs VTI
WisdomTree International Equity Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, DWM or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. DWM is less concentrated, with 11.3% of the fund in its ten largest positions against 33.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DWM | VTI |
|---|---|---|
| Expense Ratio | 0.48% | 0.03%Best |
| AUM | $689M | $666.9B |
| Dividend Yield | 2.65% | 1.03% |
| Holdings | 1,426 | 3,543 |
| YTD Return | +9.71% | +12.08%Best |
| 1Y Return | +14.95% | +16.31%Best |
| 3Y Return (annualized) | +17.89% | +20.83%Best |
| 5Y Return (annualized) | +10.06% | +11.89%Best |
| Volatility (annualized) | 16.9% | 15.7%Best |
| Max Drawdown | -64.3% | -56.6%Best |
| $10,000 over 5 years | $16,149 | $17,537Best |
| Top 10 Weight | 11.3%Best | 33.3% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 16, 2006 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jun 16, 2006 to Sep 14, 2026 (20.2 years).
DWM vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 20.2 years both funds cover.
DWM vs VTI Performance
WisdomTree International Equity Fund (DWM) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DWM returned +14.95% while VTI returned +16.31%. Year to date, DWM is up 9.71% versus a gain of 12.08% for VTI.
Over three years, DWM compounded at +17.89% per year against +20.83% for VTI; over five years the annualized figures are +10.06% and +11.89% respectively. Across the full 20-year window we track, VTI has the edge at +9.69% annualized vs +3.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWM has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.7% 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 -64.3% for DWM and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWM charges 0.48% per year while VTI charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DWM currently yields 2.65% against 1.03% for VTI.
Holdings Overlap
0.5% of DWM's money is in holdings VTI also owns. 0.1% of VTI's money is in holdings DWM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
8 positions in common, counted across the 1,384 positions we hold weights for in DWM and 3,463 in VTI, against full books of 1,426 and 3,543.
What only one of them owns
Our book lists 1,146 positions for VTI that do not appear in our book for DWM (97.4% of the fund), and 21 for DWM that do not appear in VTI (4.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DWM | Weight in VTI | Difference |
|---|---|---|---|
| STSensata Technologies Holding Plc Ordinary Shares | 0.26% | 0.01% | 0.25% |
| APAApa Corp | 0.08% | 0.02% | 0.06% |
| SCIService Corp International | 0.03% | 0.02% | 0.01% |
| IPARInter Parfums Inc | 0.05% | 0.00% | 0.05% |
| SGP:AUStockland Units (Stapled) | 0.05% | 0.00% | 0.05% |
| AMALAmalgamated Bank | 0.02% | 0.00% | 0.02% |
| FRFirst Industrial Realty Trust, Inc | 0.01% | 0.01% | 0.00% |
| CTSCts Corp | 0.01% | 0.00% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of DWM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DWM or VTI?
DWM has an expense ratio of 0.48% while VTI charges 0.03%. VTI is the cheaper option, by $45 a year on a $10,000 investment.
Which performed better, DWM or VTI?
Over the past year DWM returned +14.95% vs +16.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), DWM annualized +3.05% vs +9.69% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWM or VTI?
DWM has been the more volatile fund at 16.9% annualized versus 15.7% for VTI. Worst drawdown: DWM -64.3% vs VTI -56.6%.
Should I hold both DWM and VTI?
DWM and VTI have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DWM or VTI?
DWM yields 2.65% while VTI yields 1.03%, so DWM currently pays the higher dividend yield.
Is VTI better than DWM?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. DWM is less concentrated, with 11.3% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.