GBLD vs VTI

GBLD 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

MetricGBLDVTIWinner
Expense Ratio0.39%0.03%
AUM$6M$666.9B
Dividend Yield3.21%1.07%
Holdings1143,543
YTD Return+4.28%+13.14%
1Y Return+18.62%+22.35%
3Y Return (annualized)+5.47%+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)17.7%15.3%
Max Drawdown-39.7%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 22, 2021May 24, 2001

GBLD vs VTI Performance

Invesco MSCI Green Building ETF (GBLD) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GBLD returned +18.62% while VTI returned +22.35%. Year to date, GBLD is up 4.28% versus a gain of 13.14% for VTI.

Over three years, GBLD compounded at +5.47% per year against +21.83% for VTI. Across the full 5-year window we track, VTI has the edge at +8.09% annualized vs -1.90%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GBLD has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -39.7% for GBLD 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GBLD charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, GBLD currently yields 3.21% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

GBLD and VTI share 13 holdings out of 2876 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GBLDWeight in VTIDifference
VNO2.39%0.00%2.39%
MTH1.81%0.00%1.81%
CUZ1.71%0.00%1.71%
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Frequently Asked Questions

Which is cheaper, GBLD or VTI?

GBLD has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, GBLD or VTI?

Over the past year GBLD returned +18.62% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), GBLD annualized -1.90% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, GBLD or VTI?

GBLD has been the more volatile fund at 17.7% annualized versus 15.3% for VTI. Worst drawdown: GBLD -39.7% vs VTI -56.6%.

Should I hold both GBLD and VTI?

GBLD and VTI have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GBLD and VTI?

GBLD and VTI share 13 common holdings with a 0.0% weight overlap. Combined, they hold 2876 unique securities.

Which pays a higher dividend, GBLD or VTI?

GBLD yields 3.21% while VTI yields 1.07%, so GBLD currently pays the higher dividend yield.

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