GROZ vs VTI

GROZ vs VTI

Which is better, GROZ or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. GROZ led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VTIHigher Returns: split

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

MetricGROZVTI
Expense Ratio0.55%0.03%Best
AUM$115M$666.9B
Dividend Yield0.04%1.03%
Holdings443,543
YTD Return+8.64%+11.65%Best
1Y Return+14.25%+17.34%Best
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+11.72%
Volatility (annualized)16.4%12.8%Best
Max Drawdown-23.3%-19.3%Best
$10,000 over 1.8 years$13,014Best$12,704
Fund FamilyZacksVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 9, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 5, 2024 to Sep 10, 2026 (1.8 years).

GROZ 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 1.8 years both funds cover.

GROZ vs VTI Performance

Zacks Focus Growth ETF (GROZ) is an ETF from Zacks and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year GROZ returned +14.25% while VTI returned +17.34%. Year to date, GROZ is up 8.64% versus a gain of 11.65% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GROZ has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 12.8% 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 -23.3% for GROZ 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GROZ charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, GROZ currently yields 0.04% against 1.03% for VTI.

Holdings Overlap

GROZ already in VTI90.7%

At least 90.7% of GROZ's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

The two holdings books were reported 49 days apart, GROZ as of Aug 18, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

36 positions in common, counted across the 41 positions we hold weights for in GROZ and 2,787 in VTI, against full books of 44 and 3,543.

Top Shared Holdings

StockWeight in GROZWeight in VTIDifference
NVDANvidia Corp.9.73%6.32%3.41%
AAPLApple, Inc9.67%5.84%3.83%
MSFTMicrosoft Corp 4.100 Feb 06 377.04%3.81%3.23%
GOOGLAlphabet A Usd 0.0017.34%2.88%4.46%
AMZNAmazon.Com Inc4.99%3.17%1.82%
AVGOBroadcom Inc5.55%2.46%3.09%
MUMicron Technology, Inc.4.13%1.79%2.34%
LLYEli Lilly & Co.3.73%1.40%2.33%
TSLATesla Inc3.23%1.63%1.60%
LRCXLam Research Corp2.67%0.74%1.93%

90.7% of GROZ 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.

GROZVTI

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Frequently Asked Questions

Which is cheaper, GROZ or VTI?

GROZ has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, GROZ or VTI?

Over the past year GROZ returned +14.25% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), GROZ annualized +15.76% vs +14.22% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GROZ or VTI?

GROZ has been the more volatile fund at 16.4% annualized versus 12.8% for VTI. Worst drawdown: GROZ -23.3% vs VTI -19.3%.

Should I hold both GROZ and VTI?

GROZ and VTI have a monthly-return correlation of 0.94, 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 GROZ and VTI?

At least 90.7% of GROZ's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 36 positions in common, counted across the 41 positions we hold weights for in GROZ and 2,787 in VTI.

Which pays a higher dividend, GROZ or VTI?

GROZ yields 0.04% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than GROZ?

VTI has a lower expense ratio. GROZ led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.