GHTA vs VTI

GHTA 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

MetricGHTAVTIWinner
Expense Ratio1.77%0.03%
AUM$42M$666.9B
Dividend Yield3.77%1.07%
Holdings283,543
YTD Return+2.74%+14.82%
1Y Return+2.89%+22.43%
3Y Return (annualized)+8.65%+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)11.3%15.4%
Max Drawdown-13.9%-56.6%
Fund FamilyGoose Hollow Capital Management LLCVanguard (US)
CategoryAllocation/BalancedEquity
InceptionNov 16, 2021May 24, 2001

GHTA vs VTI Performance

Goose Hollow Tactical Allocation ETF (GHTA) is a ETF from Goose Hollow Capital Management LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GHTA returned +2.89% while VTI returned +22.43%. Year to date, GHTA is up 2.74% versus a gain of 14.82% for VTI.

Over three years, GHTA compounded at +8.65% per year against +21.93% for VTI. Across the full 5-year window we track, VTI has the edge at +8.16% annualized vs +6.96%. 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 GHTA. 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 -13.9% for GHTA 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GHTA charges 1.77% per year while VTI charges 0.03%. On a $10,000 position that is $177 vs $3 annually, a gap of $174 per year that compounds over a long holding period. On income, GHTA currently yields 3.77% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

GHTA and VTI share 3 holdings out of 2809 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GHTAWeight in VTIDifference
AGNC4.80%0.02%4.78%
CHTR2.50%0.02%2.48%
APD1.30%0.09%1.21%

Frequently Asked Questions

Which is cheaper, GHTA or VTI?

GHTA has an expense ratio of 1.77% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $174 per year of difference.

Which performed better, GHTA or VTI?

Over the past year GHTA returned +2.89% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), GHTA annualized +6.96% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, GHTA or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 11.3% for GHTA. Worst drawdown: GHTA -13.9% vs VTI -56.6%.

Should I hold both GHTA and VTI?

GHTA and VTI have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GHTA and VTI?

GHTA and VTI share 3 common holdings with a 0.1% weight overlap. Combined, they hold 2809 unique securities.

Which pays a higher dividend, GHTA or VTI?

GHTA yields 3.77% while VTI yields 1.07%, so GHTA currently pays the higher dividend yield.

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