ETW vs VTI

ETW vs VTI

Which is better, ETW or VTI?

Multi Alternative against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

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

MetricETWVTI
Expense Ratio1.10%0.03%Best
AUM$936M$666.9B
Dividend Yield7.32%1.03%
Holdings2913,543
YTD Return+10.75%+12.57%Best
1Y Return+15.68%+17.22%Best
3Y Return (annualized)+17.15%+20.87%Best
5Y Return (annualized)+6.07%+11.86%Best
Volatility (annualized)16.9%15.5%Best
Max Drawdown-72.8%-56.6%Best
$10,000 over 5 years$13,427$17,514Best
Fund FamilyEaton VanceVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 30, 2005May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2005 to Sep 11, 2026 (21 years).

ETW 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.

ETW vs VTI Performance

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is an ETF from Eaton Vance and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year ETW returned +15.68% while VTI returned +17.22%. Year to date, ETW is up 10.75% versus a gain of 12.57% for VTI.

Over three years, ETW compounded at +17.15% per year against +20.87% for VTI; over five years the annualized figures are +6.07% and +11.86% respectively. Across the full 21-year window we track, VTI has the edge at +9.56% annualized vs -1.13%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETW has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.5% 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 -72.8% for ETW and -56.6% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ETW charges 1.10% per year while VTI charges 0.03%. On a $10,000 position that is $110 vs $3 annually, a gap of $107 per year that compounds over a long holding period. On income, ETW currently yields 7.32% against 1.03% for VTI.

Holdings Overlap

ETW already in VTI54.1%

At least 54.1% of ETW's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 91 days apart, ETW as of Mar 31, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

116 positions in common, counted across the 259 positions we hold weights for in ETW and 2,787 in VTI, against full books of 291 and 3,543.

Top Shared Holdings

StockWeight in ETWWeight in VTIDifference
NVDANvidia Corp.4.84%6.32%1.48%
AAPLApple, Inc4.43%5.84%1.41%
MSFTMicrosoft Corp 4.100 Feb 06 373.30%3.81%0.51%
AMZNAmazon.Com Inc2.51%3.17%0.66%
GOOGLAlphabet A Usd 0.0012.00%2.88%0.88%
AVGOBroadcom Inc1.93%2.46%0.53%
GOOGAlphabet Inc1.59%2.27%0.68%
TSLATesla Inc1.50%1.63%0.13%
MUMicron Technology, Inc.0.88%1.79%0.91%
LLYEli Lilly & Co.0.69%1.40%0.71%

54.1% of ETW is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ETWVTI

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Frequently Asked Questions

Which is cheaper, ETW or VTI?

ETW has an expense ratio of 1.10% while VTI charges 0.03%. VTI is the cheaper option, by $107 a year on a $10,000 investment.

Which performed better, ETW or VTI?

Over the past year ETW returned +15.68% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (21 years), ETW annualized -1.13% vs +9.56% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ETW or VTI?

ETW has been the more volatile fund at 16.9% annualized versus 15.5% for VTI. Worst drawdown: ETW -72.8% vs VTI -56.6%.

Should I hold both ETW and VTI?

ETW and VTI have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ETW and VTI?

At least 54.1% of ETW's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 116 positions in common, counted across the 259 positions we hold weights for in ETW and 2,787 in VTI.

Which pays a higher dividend, ETW or VTI?

ETW yields 7.32% while VTI yields 1.03%, so ETW currently pays the higher dividend yield.

Is VTI better than ETW?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.