EPV 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

MetricEPVVTIWinner
Expense Ratio0.95%0.03%
AUM$11M$663.5B
Dividend Yield4.72%1.07%
Holdings63,543
YTD Return-19.91%+13.87%
1Y Return-33.34%+23.31%
3Y Return (annualized)-57.42%+21.17%
5Y Return (annualized)-41.52%+12.23%
Volatility (annualized)37.7%15.3%
Max Drawdown-99.9%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 16, 2009May 24, 2001

EPV vs VTI Performance

ProShares UltraShort FTSE Europe ETF (EPV) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EPV returned -33.34% while VTI returned +23.31%. Year to date, EPV is down 19.91% versus a gain of 13.87% for VTI.

Over three years, EPV compounded at -57.42% per year against +21.17% for VTI; over five years the annualized figures are -41.52% and +12.23% respectively. Across the full 17-year window we track, VTI has the edge at +8.13% annualized vs -32.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EPV has been the more volatile fund, with annualized monthly volatility of 37.7% 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 -99.9% for EPV 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 -0.75. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EPV charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, EPV currently yields 4.72% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

EPV and VTI share 0 holdings out of 2784 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, EPV or VTI?

EPV has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, EPV or VTI?

Over the past year EPV returned -33.34% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), EPV annualized -32.35% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, EPV or VTI?

EPV has been the more volatile fund at 37.7% annualized versus 15.3% for VTI. Worst drawdown: EPV -99.9% vs VTI -56.6%.

Should I hold both EPV and VTI?

EPV and VTI have a monthly-return correlation of -0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EPV and VTI?

EPV and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, EPV or VTI?

EPV yields 4.72% while VTI yields 1.07%, so EPV currently pays the higher dividend yield.

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