EBND vs VTI

EBND vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricEBNDVTIWinner
Expense Ratio0.30%0.03%
AUM$2.3B$666.9B
Dividend Yield5.84%1.07%
Holdings6533,543
YTD Return+1.88%+13.38%
1Y Return+5.10%+21.12%
3Y Return (annualized)+6.64%+21.85%
5Y Return (annualized)+1.08%+12.44%
Volatility (annualized)10.1%15.3%
Max Drawdown-41.0%-56.6%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 23, 2011May 24, 2001

EBND vs VTI Performance

State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) is a ETF from SPDR State Street Global Advisors and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EBND returned +5.10% while VTI returned +21.12%. Year to date, EBND is up 1.88% versus a gain of 13.38% for VTI.

Over three years, EBND compounded at +6.64% per year against +21.85% for VTI; over five years the annualized figures are +1.08% and +12.44% respectively. Across the full 16-year window we track, VTI has the edge at +8.10% annualized vs -0.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.1% for EBND. 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 -41.0% for EBND 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EBND charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, EBND currently yields 5.84% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

EBND and VTI share 0 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EBND or VTI?

EBND has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, EBND or VTI?

Over the past year EBND returned +5.10% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), EBND annualized -0.56% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, EBND or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 10.1% for EBND. Worst drawdown: EBND -41.0% vs VTI -56.6%.

Should I hold both EBND and VTI?

EBND and VTI have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EBND and VTI?

EBND and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, EBND or VTI?

EBND yields 5.84% while VTI yields 1.07%, so EBND currently pays the higher dividend yield.

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