EQRR vs VTI
ProShares Equities for Rising Rates ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. EQRR delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EQRR | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $32M | $663.5B | |
| Dividend Yield | 1.08% | 1.07% | |
| Holdings | 51 | 3,543 | |
| YTD Return | +33.83% | +14.22% | |
| 1Y Return | +44.77% | +22.19% | |
| 3Y Return (annualized) | +19.94% | +21.27% | |
| 5Y Return (annualized) | +14.38% | +12.23% | |
| Volatility (annualized) | 25.2% | 15.3% | |
| Max Drawdown | -59.5% | -56.6% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2017 | May 24, 2001 |
EQRR vs VTI Performance
ProShares Equities for Rising Rates ETF (EQRR) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EQRR returned +44.77% while VTI returned +22.19%. Year to date, EQRR is up 33.83% versus a gain of 14.22% for VTI.
Over three years, EQRR compounded at +19.94% per year against +21.27% for VTI; over five years the annualized figures are +14.38% and +12.23% respectively. Across the full 9-year window we track, EQRR has the edge at +10.14% annualized vs +8.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQRR has been the more volatile fund, with annualized monthly volatility of 25.2% 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 -59.5% for EQRR 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQRR charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EQRR currently yields 1.08% against 1.07% for VTI.
Holdings Overlap
EQRR and VTI share 48 holdings out of 2785 unique holdings combined, representing a 13.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EQRR or VTI?
EQRR has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EQRR or VTI?
Over the past year EQRR returned +44.77% vs +22.19% for VTI, so EQRR leads on 1-year performance. Over the longest common window we track (9 years), EQRR annualized +10.14% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, EQRR or VTI?
EQRR has been the more volatile fund at 25.2% annualized versus 15.3% for VTI. Worst drawdown: EQRR -59.5% vs VTI -56.6%.
Should I hold both EQRR and VTI?
EQRR and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQRR and VTI?
EQRR and VTI share 48 common holdings with a 13.0% weight overlap. Combined, they hold 2785 unique securities.
Which pays a higher dividend, EQRR or VTI?
EQRR yields 1.08% while VTI yields 1.07%, so EQRR currently pays the higher dividend yield.
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