EWL vs VTI

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

MetricEWLVTIWinner
Expense Ratio0.50%0.03%
AUM$2.2B$663.5B
Dividend Yield1.74%1.07%
Holdings463,543
YTD Return+7.44%+14.96%
1Y Return+19.61%+22.39%
3Y Return (annualized)+13.26%+21.51%
5Y Return (annualized)+6.61%+12.36%
Volatility (annualized)16.9%15.4%
Max Drawdown-54.7%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 12, 1996May 24, 2001

EWL vs VTI Performance

iShares MSCI Switzerland ETF (EWL) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EWL returned +19.61% while VTI returned +22.39%. Year to date, EWL is up 7.44% versus a gain of 14.96% for VTI.

Over three years, EWL compounded at +13.26% per year against +21.51% for VTI; over five years the annualized figures are +6.61% and +12.36% respectively. Across the full 25-year window we track, VTI has the edge at +8.16% annualized vs +5.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWL has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -54.7% for EWL 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EWL charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, EWL currently yields 1.74% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

EWL and VTI share 1 holdings out of 2823 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EWLWeight in VTIDifference
ROP12.72%0.05%12.67%

Frequently Asked Questions

Which is cheaper, EWL or VTI?

EWL has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, EWL or VTI?

Over the past year EWL returned +19.61% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), EWL annualized +5.90% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, EWL or VTI?

EWL has been the more volatile fund at 16.9% annualized versus 15.4% for VTI. Worst drawdown: EWL -54.7% vs VTI -56.6%.

Should I hold both EWL and VTI?

EWL and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWL and VTI?

EWL and VTI share 1 common holdings with a 0.1% weight overlap. Combined, they hold 2823 unique securities.

Which pays a higher dividend, EWL or VTI?

EWL yields 1.74% while VTI yields 1.07%, so EWL currently pays the higher dividend yield.

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