EASY vs VTI

EASY vs VTI

Which is better, EASY or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y.

Lower Fees: VTIHigher Returns (1Y): 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

MetricEASYVTI
Expense Ratio0.85%0.03%Best
AUM$63M$666.9B
Dividend Yield0.78%1.07%
Holdings263,543
YTD Return+8.17%+13.59%Best
1Y Return+7.77%+20.00%Best
3Y Return (annualized)-+20.95%
5Y Return (annualized)-+11.81%
Volatility (annualized)11.8%Best12.9%
Fund FamilyLiberty One Investment Management, LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 30, 2025May 24, 2001

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

EASY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

EASY vs VTI Performance

Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EASY returned +7.77% while VTI returned +20.00%. Year to date, EASY is up 8.17% versus a gain of 13.59% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 11.8% for EASY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.10. They move largely independently of each other.

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 0.78% against 1.07% for VTI.

Holdings Overlap

EASY already in VTI95.7%

At least 95.7% of EASY's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of EASY is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 49 days apart, EASY as of Aug 18, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

23 positions in common, counted across the 25 positions we hold weights for in EASY and 2,787 in VTI, against full books of 26 and 3,543.

Top Shared Holdings

StockWeight in EASYWeight in VTIDifference
MSFTMicrosoft Corp 4.100 Feb 06 374.20%3.81%0.39%
LLYEli Lilly & Co.6.23%1.40%4.83%
JNJJohnson & Johnson - Common5.51%0.84%4.67%
UNHUnitedhealth Group Incorporated5.29%0.52%4.77%
CAHCardinal Health Inc.5.63%0.08%5.55%
CASYCaseys General5.59%0.04%5.55%
KOCoca Cola Co.4.93%0.38%4.55%
WMWaste Mgmt4.71%0.12%4.59%
CBChubb Ltd Common Stock Usd 24.154.64%0.16%4.48%
MCKMckesson Corp.4.42%0.12%4.30%

95.7% of EASY is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

EASYVTI

Free for up to 10 holdings. No account needed.

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, by $82 a year on a $10,000 investment.

Which performed better, EASY or VTI?

Over the past year EASY returned +7.77% vs +20.00% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EASY or VTI?

VTI has been the more volatile fund at 12.9% annualized versus 11.8% for EASY.

Should I hold both EASY and VTI?

EASY and VTI have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between EASY and VTI?

At least 95.7% of EASY's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 25 positions we hold weights for in EASY and 2,787 in VTI.

Which pays a higher dividend, EASY or VTI?

EASY yields 0.78% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than EASY?

VTI has a lower expense ratio. VTI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.