GGM vs VTI

GGM 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

MetricGGMVTIWinner
Expense Ratio0.94%0.03%
AUM$21M$666.9B
Dividend Yield1.40%1.07%
Holdings73,543
YTD Return+17.73%+14.82%
1Y Return+21.36%+22.43%
3Y Return (annualized)+10.76%+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)11.3%15.4%
Max Drawdown-19.7%-56.6%
Fund FamilyGGM Wealth AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 25, 2023May 24, 2001

GGM vs VTI Performance

GGM Macro Alignment ETF (GGM) is a ETF from GGM Wealth Advisors and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GGM returned +21.36% while VTI returned +22.43%. Year to date, GGM is up 17.73% versus a gain of 14.82% for VTI.

Over three years, GGM compounded at +10.76% per year against +21.93% for VTI. Across the full 3-year window we track, GGM has the edge at +10.76% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 11.3% for GGM. 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 -19.7% for GGM 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GGM charges 0.94% per year while VTI charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, GGM currently yields 1.40% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

GGM and VTI share 0 holdings out of 2792 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GGM or VTI?

GGM has an expense ratio of 0.94% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, GGM or VTI?

Over the past year GGM returned +21.36% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), GGM annualized +10.76% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, GGM or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 11.3% for GGM. Worst drawdown: GGM -19.7% vs VTI -56.6%.

Should I hold both GGM and VTI?

GGM and VTI have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGM and VTI?

GGM and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, GGM or VTI?

GGM yields 1.40% while VTI yields 1.07%, so GGM currently pays the higher dividend yield.

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