GHMS vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricGHMSVTIWinner
Expense Ratio1.42%0.03%
AUM$17M$663.5B
Dividend Yield5.03%1.07%
Holdings293,543
YTD Return+3.61%+14.22%
1Y Return+3.37%+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)4.7%15.3%
Max Drawdown-6.6%-56.6%
Fund FamilyGoose Hollow Capital Management LLCVanguard (US)
CategoryFixed IncomeEquity
InceptionNov 14, 2023May 24, 2001

GHMS vs VTI Performance

Goose Hollow Multi-Strategy Income ETF (GHMS) is a ETF from Goose Hollow Capital Management LLC and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GHMS returned +3.37% while VTI returned +22.19%. Year to date, GHMS is up 3.61% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 4.7% for GHMS. 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 -6.6% for GHMS 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GHMS charges 1.42% per year while VTI charges 0.03%. On a $10,000 position that is $142 vs $3 annually, a gap of $139 per year that compounds over a long holding period. On income, GHMS currently yields 5.03% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, GHMS or VTI?

GHMS has an expense ratio of 1.42% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $139 per year of difference.

Which performed better, GHMS or VTI?

Over the past year GHMS returned +3.37% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), GHMS annualized +2.48% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, GHMS or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 4.7% for GHMS. Worst drawdown: GHMS -6.6% vs VTI -56.6%.

Should I hold both GHMS and VTI?

GHMS and VTI have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GHMS or VTI?

GHMS yields 5.03% while VTI yields 1.07%, so GHMS currently pays the higher dividend yield.

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