EQAL vs VTI
Invesco Russell 1000 Equal Weight ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, EQAL or VTI?
Mid Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.
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 | EQAL | VTI |
|---|---|---|
| Expense Ratio | 0.20% | 0.03%Best |
| AUM | $839M | $666.9B |
| Dividend Yield | 1.64% | 1.03% |
| Holdings | 1,016 | 3,543 |
| YTD Return | +13.75%Best | +12.57% |
| 1Y Return | +16.41% | +17.22%Best |
| 3Y Return (annualized) | +14.78% | +20.87%Best |
| 5Y Return (annualized) | +7.28% | +11.86%Best |
| Volatility (annualized) | 17.1% | 15.4%Best |
| Max Drawdown | -40.9% | -35.0%Best |
| $10,000 over 5 years | $14,210 | $17,514Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Dec 23, 2014 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 29, 2014 to Sep 11, 2026 (11.7 years).
EQAL 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 11.7 years both funds cover.
EQAL vs VTI Performance
Invesco Russell 1000 Equal Weight ETF (EQAL) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EQAL returned +16.41% while VTI returned +17.22%. Year to date, EQAL is up 13.75% versus a gain of 12.57% for VTI.
Over three years, EQAL compounded at +14.78% per year against +20.87% for VTI; over five years the annualized figures are +7.28% and +11.86% respectively. Across the full 12-year window we track, VTI has the edge at +12.02% annualized vs +8.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQAL has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.4% 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 -40.9% for EQAL 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EQAL charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, EQAL currently yields 1.64% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 921 holdings in EQAL and 2,787 in VTI, totalling 94.1% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 755 positions appear in both.
755 positions in common, counted across the 921 positions we hold weights for in EQAL and 2,787 in VTI, against full books of 1,016 and 3,543.
Top Shared Holdings
| Stock | Weight in EQAL | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 0.06% | 6.32% | 6.26% |
| AAPLApple, Inc | 0.06% | 5.84% | 5.78% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 0.08% | 3.81% | 3.73% |
| AMZNAmazon.Com Inc | 0.07% | 3.17% | 3.10% |
| GOOGLAlphabet A Usd 0.001 | 0.06% | 2.88% | 2.82% |
| AVGOBroadcom Inc | 0.06% | 2.46% | 2.40% |
| MUMicron Technology, Inc. | 0.05% | 1.79% | 1.74% |
| TSLATesla Inc | 0.05% | 1.63% | 1.58% |
| LLYEli Lilly & Co. | 0.09% | 1.40% | 1.31% |
| BRK.BBerkshire Hathaway B | 0.06% | 1.24% | 1.18% |
You are not choosing between two funds in isolation.
Whichever of EQAL 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, EQAL or VTI?
EQAL has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, EQAL or VTI?
Over the past year EQAL returned +16.41% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), EQAL annualized +8.46% vs +12.02% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQAL or VTI?
EQAL has been the more volatile fund at 17.1% annualized versus 15.4% for VTI. Worst drawdown: EQAL -40.9% vs VTI -35.0%.
Should I hold both EQAL and VTI?
EQAL and VTI have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, EQAL or VTI?
EQAL yields 1.64% while VTI yields 1.03%, so EQAL currently pays the higher dividend yield.
Is VTI better than EQAL?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.