EBIT vs VTI

EBIT vs VTI
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Quick Verdict

VTI has a lower expense ratio. EBIT delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: EBITMore Diversified: VTI

Side-by-Side Comparison

MetricEBITVTIWinner
Expense Ratio0.29%0.03%
AUM$12M$666.9B
Dividend Yield1.68%1.07%
Holdings6423,543
YTD Return+20.91%+14.82%
1Y Return+25.61%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)15.8%15.4%
Max Drawdown-26.6%-56.6%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionJul 8, 2024May 24, 2001

EBIT vs VTI Performance

Harbor AlphaEdge Small Cap Earners ETF (EBIT) is a ETF from Harbor Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EBIT returned +25.61% while VTI returned +22.43%. Year to date, EBIT is up 20.91% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

EBIT has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 15.4% 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 -26.6% for EBIT 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EBIT charges 0.29% per year while VTI charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, EBIT currently yields 1.68% against 1.07% for VTI.

Holdings Overlap

0.4%overlap

EBIT and VTI share 479 holdings out of 2949 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EBITWeight in VTIDifference
WLY1.25%0.00%1.25%
NAVI1.21%0.00%1.21%
SNEX1.16%0.01%1.15%
PBFProProPro
DBDProProPro
SMProProPro
BFHProProPro
CNXProProPro
MTHProProPro
ONBProProPro
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Frequently Asked Questions

Which is cheaper, EBIT or VTI?

EBIT has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, EBIT or VTI?

Over the past year EBIT returned +25.61% vs +22.43% for VTI, so EBIT leads on 1-year performance. Over the longest common window we track (2 years), EBIT annualized +17.64% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, EBIT or VTI?

EBIT has been the more volatile fund at 15.8% annualized versus 15.4% for VTI. Worst drawdown: EBIT -26.6% vs VTI -56.6%.

Should I hold both EBIT and VTI?

EBIT and VTI have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EBIT and VTI?

EBIT and VTI share 479 common holdings with a 0.4% weight overlap. Combined, they hold 2949 unique securities.

Which pays a higher dividend, EBIT or VTI?

EBIT yields 1.68% while VTI yields 1.07%, so EBIT currently pays the higher dividend yield.

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