EIC vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricEICVTIWinner
Expense Ratio7.19%0.03%
AUM$290M$663.5B
Dividend Yield11.54%1.07%
Holdings1503,543
YTD Return-5.21%+14.20%
1Y Return-7.28%+24.16%
3Y Return (annualized)+4.18%+21.12%
5Y Return (annualized)+2.76%+12.37%
Volatility (annualized)24.4%15.3%
Max Drawdown-68.9%-56.6%
Fund FamilyEagle Point Credit CompanyVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 23, 2019May 24, 2001

EIC vs VTI Performance

Eagle Point Income Co Inc (EIC) is a ETF from Eagle Point Credit Company and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EIC returned -7.28% while VTI returned +24.16%. Year to date, EIC is down 5.21% versus a gain of 14.20% for VTI.

Over three years, EIC compounded at +4.18% per year against +21.12% for VTI; over five years the annualized figures are +2.76% and +12.37% respectively. Across the full 7-year window we track, VTI has the edge at +8.14% annualized vs +0.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EIC has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 15.3% 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 -68.9% for EIC 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EIC charges 7.19% per year while VTI charges 0.03%. On a $10,000 position that is $719 vs $3 annually, a gap of $716 per year that compounds over a long holding period. On income, EIC currently yields 11.54% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

EIC and VTI share 0 holdings out of 2785 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, EIC or VTI?

EIC has an expense ratio of 7.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $716 per year of difference.

Which performed better, EIC or VTI?

Over the past year EIC returned -7.28% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), EIC annualized +0.10% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, EIC or VTI?

EIC has been the more volatile fund at 24.4% annualized versus 15.3% for VTI. Worst drawdown: EIC -68.9% vs VTI -56.6%.

Should I hold both EIC and VTI?

EIC and VTI have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EIC and VTI?

EIC and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2785 unique securities.

Which pays a higher dividend, EIC or VTI?

EIC yields 11.54% while VTI yields 1.07%, so EIC currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →