GDIV vs VTI

GDIV vs VTI

Which is better, GDIV or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 33.4%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: 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

MetricGDIVVTI
Expense Ratio0.50%0.03%Best
AUM$240M$666.9B
Dividend Yield1.12%1.03%
Holdings523,543
YTD Return+10.38%+12.30%Best
1Y Return+16.03%+16.08%Best
3Y Return (annualized)+15.31%+21.01%Best
5Y Return (annualized)-+12.36%
Volatility (annualized)14.2%Best15.5%
Max Drawdown-18.9%Best-19.3%
$10,000 over 4.3 years$16,062$19,999Best
Top 10 Weight33.4%33.3%Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 29, 2010May 24, 2001

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 23, 2022 to Sep 18, 2026 (4.3 years).

GDIV 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 covers the 4.3 years both funds cover.

GDIV vs VTI Performance

Harbor Dividend Growth Leaders ETF (GDIV) is an ETF from Harbor Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year GDIV returned +16.03% while VTI returned +16.08%. Year to date, GDIV is up 10.38% versus a gain of 12.30% for VTI.

Over three years, GDIV compounded at +15.31% per year against +21.01% for VTI. Across the full 4-year window we track, VTI has the edge at +17.49% annualized vs +11.65%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.2% for GDIV. 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 -18.9% for GDIV and -19.3% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GDIV 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, GDIV currently yields 1.12% against 1.03% for VTI.

Holdings Overlap

GDIV already in VTI88.4%
VTI already in GDIV22.9%

88.4% of GDIV's money is in holdings VTI also owns. 22.9% of VTI's money is in holdings GDIV also owns.

Most of GDIV is already inside VTI. Owning both mostly buys the same companies twice.

49 positions in common, counted across the 53 positions we hold weights for in GDIV and 3,463 in VTI, against full books of 52 and 3,543.

What only one of them owns

Our book lists 1,102 positions for VTI that do not appear in our book for GDIV (74.5% of the fund), and 3 for GDIV that do not appear in VTI (6.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GDIVWeight in VTIDifference
AAPLApple, Inc5.40%6.29%0.89%
MSFTMicrosoft Corp3.00%4.79%1.79%
LLYEli Lilly & Co.4.10%1.35%2.75%
AVGOBroadcom Inc2.50%2.56%0.06%
JNJJohnson & Johnson - Common3.10%0.86%2.24%
MLIMueller Industries Inc3.60%0.02%3.58%
BACBank of America Corp.: Financials2.70%0.55%2.15%
WMBWilliams Cos. Inc.3.10%0.12%2.98%
KOCoca Cola Co.2.70%0.42%2.28%
GILDGilead Sciences2.40%0.22%2.18%

88.4% of GDIV 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.

GDIVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GDIV or VTI?

GDIV has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, GDIV or VTI?

Over the past year GDIV returned +16.03% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), GDIV annualized +11.65% vs +17.49% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GDIV or VTI?

VTI has been the more volatile fund at 15.5% annualized versus 14.2% for GDIV. Worst drawdown: GDIV -18.9% vs VTI -19.3%.

Should I hold both GDIV and VTI?

GDIV and VTI have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GDIV and VTI?

88.4% of GDIV's money is in holdings VTI also owns. 22.9% of VTI's is in holdings GDIV also owns. They hold 49 positions in common, counted across the 53 positions we hold weights for in GDIV and 3,463 in VTI.

Which pays a higher dividend, GDIV or VTI?

GDIV yields 1.12% while VTI yields 1.03%, so GDIV currently pays the higher dividend yield.

Is VTI better than GDIV?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 33.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.