GRNY 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

MetricGRNYVTIWinner
Expense Ratio0.75%0.03%
AUM$4.3B$663.5B
Dividend Yield0.07%1.07%
Holdings433,543
YTD Return+12.37%+14.22%
1Y Return+17.25%+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)18.1%15.3%
Max Drawdown-24.2%-56.6%
Fund FamilyFundstrat CapitalVanguard (US)
CategoryEquityEquity
InceptionNov 7, 2024May 24, 2001

GRNY vs VTI Performance

Fundstrat Granny Shots US Large Cap ETF (GRNY) is a ETF from Fundstrat Capital and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GRNY returned +17.25% while VTI returned +22.19%. Year to date, GRNY is up 12.37% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

GRNY has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -24.2% for GRNY 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRNY charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, GRNY currently yields 0.07% against 1.07% for VTI.

Holdings Overlap

28.8%overlap

GRNY and VTI share 42 holdings out of 2783 unique holdings combined, representing a 28.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GRNYWeight in VTIDifference
NVDA2.23%6.32%4.09%
AAPL2.28%5.84%3.56%
MSFT2.46%3.81%1.35%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
AMDProProPro
LLYProProPro
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Frequently Asked Questions

Which is cheaper, GRNY or VTI?

GRNY has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, GRNY or VTI?

Over the past year GRNY returned +17.25% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +20.65% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, GRNY or VTI?

GRNY has been the more volatile fund at 18.1% annualized versus 15.3% for VTI. Worst drawdown: GRNY -24.2% vs VTI -56.6%.

Should I hold both GRNY and VTI?

GRNY and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GRNY and VTI?

GRNY and VTI share 42 common holdings with a 28.8% weight overlap. Combined, they hold 2783 unique securities.

Which pays a higher dividend, GRNY or VTI?

GRNY yields 0.07% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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