EOD vs VTI

EOD vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: VTIHigher Returns: EODMore Diversified: VTI

Side-by-Side Comparison

MetricEODVTIWinner
Expense Ratio1.37%0.03%
AUM$315M$666.9B
Dividend Yield7.57%1.07%
Holdings3973,543
YTD Return+19.90%+13.38%
1Y Return+29.30%+21.12%
3Y Return (annualized)+27.46%+21.85%
5Y Return (annualized)+13.02%+12.44%
Volatility (annualized)19.6%15.3%
Max Drawdown-85.6%-56.6%
Fund FamilyAllspring Global InvestmentsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionMar 28, 2007May 24, 2001

EOD vs VTI Performance

Allspring Global Dividend Opportunity Fund (EOD) is a ETF from Allspring Global Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EOD returned +29.30% while VTI returned +21.12%. Year to date, EOD is up 19.90% versus a gain of 13.38% for VTI.

Over three years, EOD compounded at +27.46% per year against +21.85% for VTI; over five years the annualized figures are +13.02% and +12.44% respectively. Across the full 19-year window we track, VTI has the edge at +8.10% annualized vs -2.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EOD has been the more volatile fund, with annualized monthly volatility of 19.6% 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 -85.6% for EOD 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EOD charges 1.37% per year while VTI charges 0.03%. On a $10,000 position that is $137 vs $3 annually, a gap of $134 per year that compounds over a long holding period. On income, EOD currently yields 7.57% against 1.07% for VTI.

Holdings Overlap

25.9%overlap

EOD and VTI share 39 holdings out of 3074 unique holdings combined, representing a 25.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EODWeight in VTIDifference
NVDA4.55%6.32%1.77%
AAPL3.18%5.84%2.66%
MSFT2.91%3.81%0.90%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
LLYProProPro
TSLAProProPro
WMTProProPro
FundXLS Pro
See the top 10 holdings EOD shares with VTI
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, EOD or VTI?

EOD has an expense ratio of 1.37% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $134 per year of difference.

Which performed better, EOD or VTI?

Over the past year EOD returned +29.30% vs +21.12% for VTI, so EOD leads on 1-year performance. Over the longest common window we track (19 years), EOD annualized -2.87% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, EOD or VTI?

EOD has been the more volatile fund at 19.6% annualized versus 15.3% for VTI. Worst drawdown: EOD -85.6% vs VTI -56.6%.

Should I hold both EOD and VTI?

EOD and VTI have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EOD and VTI?

EOD and VTI share 39 common holdings with a 25.9% weight overlap. Combined, they hold 3074 unique securities.

Which pays a higher dividend, EOD or VTI?

EOD yields 7.57% while VTI yields 1.07%, so EOD currently pays the higher dividend yield.

Get Full ETF Analytics

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

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free