ERNZ vs VTI

ERNZ vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricERNZVTIWinner
Expense Ratio3.25%0.03%
AUM$6M$666.9B
Dividend Yield8.71%1.07%
Holdings1443,543
YTD Return+3.84%+12.65%
1Y Return-3.17%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)9.6%15.3%
Max Drawdown-14.2%-56.6%
Fund FamilyTrueSharesVanguard (US)
CategoryEquityEquity
InceptionApr 30, 2024May 24, 2001

ERNZ vs VTI Performance

TrueShares Active Yield ETF (ERNZ) is a ETF from TrueShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ERNZ returned -3.17% while VTI returned +21.39%. Year to date, ERNZ is up 3.84% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 9.6% for ERNZ. 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 -14.2% for ERNZ 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ERNZ charges 3.25% per year while VTI charges 0.03%. On a $10,000 position that is $325 vs $3 annually, a gap of $322 per year that compounds over a long holding period. On income, ERNZ currently yields 8.71% against 1.07% for VTI.

Holdings Overlap

3.6%overlap

ERNZ and VTI share 56 holdings out of 2872 unique holdings combined, representing a 3.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ERNZWeight in VTIDifference
TRGP2.05%0.08%1.97%
OVV1.73%0.02%1.71%
IIPR1.69%0.00%1.69%
ABBVProProPro
DDSProProPro
CWHProProPro
PGRProProPro
GILDProProPro
CAGProProPro
CCOIProProPro
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Frequently Asked Questions

Which is cheaper, ERNZ or VTI?

ERNZ has an expense ratio of 3.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $322 per year of difference.

Which performed better, ERNZ or VTI?

Over the past year ERNZ returned -3.17% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), ERNZ annualized -0.17% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, ERNZ or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 9.6% for ERNZ. Worst drawdown: ERNZ -14.2% vs VTI -56.6%.

Should I hold both ERNZ and VTI?

ERNZ and VTI have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ERNZ and VTI?

ERNZ and VTI share 56 common holdings with a 3.6% weight overlap. Combined, they hold 2872 unique securities.

Which pays a higher dividend, ERNZ or VTI?

ERNZ yields 8.71% while VTI yields 1.07%, so ERNZ currently pays the higher dividend yield.

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