EPV vs VTI

EPV vs VTI

Which is better, EPV or VTI?

Opposite sides of the same exposure.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.81, so holding both offsets the exposure while paying both fees.

Lower Fees: VTIHigher Returns: VTI

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

MetricEPVVTI
Expense Ratio0.95%0.03%Best
AUM$10M$666.9B
Dividend Yield5.03%1.03%
Holdings63,543
YTD Return-12.62%+12.30%Best
1Y Return-23.00%+16.08%Best
3Y Return (annualized)-26.41%+21.01%Best
5Y Return (annualized)-19.29%+12.36%Best
Volatility (annualized)32.8%14.8%Best
Max Drawdown--35.0%
$10,000 over 5 years$3,425$17,908Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionJun 16, 2009May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 19, 2009 to Sep 18, 2026 (17.2 years).

EPV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

EPV vs VTI Performance

ProShares UltraShort FTSE Europe ETF (EPV) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EPV returned -23.00% while VTI returned +16.08%. Year to date, EPV is down 12.62% versus a gain of 12.30% for VTI.

Over three years, EPV compounded at -26.41% per year against +21.01% for VTI; over five years the annualized figures are -19.29% and +12.36% respectively. Across the full 17-year window we track, VTI has the edge at +13.39% annualized vs -25.18%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EPV has been the more volatile fund, with annualized monthly volatility of 32.8% compared with 14.8% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.81. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

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 5.03% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in EPV and 3,463 in VTI, totalling 78.6% 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 1 positions we hold weights for in EPV and 3,463 in VTI, against full books of 6 and 3,543.

You are not choosing between two funds in isolation.

Whichever of EPV and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EPVVTI

Free for up to 10 holdings. No account needed.

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, by $92 a year on a $10,000 investment.

Which performed better, EPV or VTI?

Over the past year EPV returned -23.00% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), EPV annualized -25.18% vs +13.39% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EPV or VTI?

EPV has been the more volatile fund at 32.8% annualized versus 14.8% for VTI.

Should I hold both EPV and VTI?

EPV and VTI have a monthly-return correlation of -0.81, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, EPV or VTI?

EPV yields 5.03% while VTI yields 1.03%, so EPV currently pays the higher dividend yield.

Is VTI better than EPV?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.81, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.