EASY vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricEASYVTIWinner
Expense Ratio0.85%0.03%
AUM$62M$663.5B
Dividend Yield0.76%1.07%
Holdings273,543
YTD Return+8.99%+14.16%
1Y Return-+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)-15.3%
Max Drawdown-7.8%-56.6%
Fund FamilyLiberty One Investment Management, LLCVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2025May 24, 2001

EASY vs VTI Performance

Liberty One Defensive Dividend Growth ETF (EASY) is a ETF from Liberty One Investment Management, LLC and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, EASY is up 8.99% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for EASY 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

EASY charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, EASY currently yields 0.76% against 1.07% for VTI.

Holdings Overlap

9.3%overlap

EASY and VTI share 23 holdings out of 2785 unique holdings combined, representing a 9.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EASYWeight in VTIDifference
MSFT3.82%3.81%0.01%
LLY5.20%1.40%3.80%
UNH5.44%0.52%4.92%
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WMProProPro
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Frequently Asked Questions

Which is cheaper, EASY or VTI?

EASY has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

What is the holdings overlap between EASY and VTI?

EASY and VTI share 23 common holdings with a 9.3% weight overlap. Combined, they hold 2785 unique securities.

Which pays a higher dividend, EASY or VTI?

EASY yields 0.76% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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