EPOL vs VTI
iShares MSCI Poland ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, EPOL or VTI?
Mid Cap Value against Large Cap Blend.
VTI has a lower expense ratio. EPOL led over 1Y, 3Y and 5Y, VTI over the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 66.4%.
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
| Metric | EPOL | VTI |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $840M | $666.9B |
| Dividend Yield | 3.32% | 1.03% |
| Holdings | 39 | 3,543 |
| YTD Return | +23.89%Best | +13.14% |
| 1Y Return | +44.89%Best | +16.63% |
| 3Y Return (annualized) | +43.33%Best | +22.30% |
| 5Y Return (annualized) | +18.97%Best | +12.01% |
| Volatility (annualized) | 27.6% | 14.8%Best |
| Max Drawdown | -72.4% | -35.0%Best |
| $10,000 over 5 years | $23,833Best | $17,631 |
| Top 10 Weight | 66.4% | 33.3%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | May 25, 2010 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: May 26, 2010 to Sep 23, 2026 (16.3 years).
EPOL 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 covers the 16.3 years both funds cover.
EPOL vs VTI Performance
iShares MSCI Poland ETF (EPOL) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EPOL returned +44.89% while VTI returned +16.63%. Year to date, EPOL is up 23.89% versus a gain of 13.14% for VTI.
Over three years, EPOL compounded at +43.33% per year against +22.30% for VTI; over five years the annualized figures are +18.97% and +12.01% respectively. Across the full 16-year window we track, VTI has the edge at +13.09% annualized vs +4.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPOL has been the more volatile fund, with annualized monthly volatility of 27.6% compared with 14.8% 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 -72.4% for EPOL and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPOL charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, EPOL currently yields 3.32% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 33 holdings in EPOL and 3,463 in VTI, totalling 99.4% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 33 positions we hold weights for in EPOL and 3,463 in VTI, against full books of 39 and 3,543.
What only one of them owns
Our book lists 1,150 positions for VTI that do not appear in our book for EPOL (97.5% of the fund), and 2 for EPOL that do not appear in VTI (2.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EPOL and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPOL or VTI?
EPOL has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, EPOL or VTI?
Over the past year EPOL returned +44.89% vs +16.63% for VTI, so EPOL leads on 1-year performance. Over the longest common window we track (16 years), EPOL annualized +4.82% vs +13.09% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPOL or VTI?
EPOL has been the more volatile fund at 27.6% annualized versus 14.8% for VTI. Worst drawdown: EPOL -72.4% vs VTI -35.0%.
Should I hold both EPOL and VTI?
EPOL and VTI have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EPOL or VTI?
EPOL yields 3.32% while VTI yields 1.03%, so EPOL currently pays the higher dividend yield.
Is VTI better than EPOL?
VTI has a lower expense ratio. EPOL led over 1Y, 3Y and 5Y, VTI over the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 66.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.