EAOM vs VTI

EAOM vs VTI

Which is better, EAOM or VTI?

Debt-oriented balanced against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: VTIHigher Returns: VTI

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

MetricEAOMVTI
Expense Ratio0.18%0.03%Best
AUM$9M$666.9B
Dividend Yield2.89%1.03%
Holdings73,543
Volatility (annualized)8.8%Best15.8%
Max Drawdown-20.7%Best-25.4%
$10,000 over 6.1 years$13,846$25,895Best
Top 10 Weight-33.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryAllocation/BalancedEquity
StyleDebt-oriented balancedLarge Cap Blend
InceptionJun 12, 2020May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 36 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EAOM has data through Aug 12, 2026 and VTI through Sep 17, 2026.

Volatility and max drawdown, and the $10,000 over 6.1 years row, are measured over the window both funds cover: Jun 18, 2020 to Aug 12, 2026 (6.1 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 8.8% for EAOM. 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 -20.7% for EAOM and -25.4% 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EAOM charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EAOM currently yields 2.89% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 6 holdings in EAOM and 3,463 in VTI, totalling 100.0% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 6 positions we hold weights for in EAOM and 3,463 in VTI, against full books of 7 and 3,543.

What only one of them owns

Our book lists 1,150 positions for VTI that do not appear in our book for EAOM (97.5% of the fund), and 6 for EAOM that do not appear in VTI (100.0%).

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.

You are not choosing between two funds in isolation.

Whichever of EAOM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EAOMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EAOM or VTI?

EAOM has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option, by $15 a year on a $10,000 investment.

Which is riskier, EAOM or VTI?

VTI has been the more volatile fund at 15.8% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs VTI -25.4%.

Should I hold both EAOM and VTI?

EAOM and VTI have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, EAOM or VTI?

EAOM yields 2.89% while VTI yields 1.03%, so EAOM currently pays the higher dividend yield.

Is VTI better than EAOM?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.