GRPZ vs VTI

GRPZ vs VTI

Which is better, GRPZ or VTI?

Small Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. GRPZ led over 1Y, VTI over the full window.

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

MetricGRPZVTI
Expense Ratio0.35%0.03%Best
AUM$3M$666.9B
Dividend Yield0.88%1.07%
Holdings923,543
YTD Return+23.93%Best+13.59%
1Y Return+22.50%Best+20.00%
3Y Return (annualized)-+20.95%
5Y Return (annualized)-+11.81%
Volatility (annualized)18.5%12.3%Best
Max Drawdown-27.9%-19.3%Best
$10,000 over 2.4 years$13,338$14,935Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionMar 27, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Mar 27, 2024 to Sep 4, 2026 (2.4 years).

GRPZ 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 2.4 years both funds cover.

GRPZ vs VTI Performance

Invesco S&P SmallCap 600 GARP ETF (GRPZ) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year GRPZ returned +22.50% while VTI returned +20.00%. Year to date, GRPZ is up 23.93% versus a gain of 13.59% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRPZ has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 12.3% 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 -27.9% for GRPZ 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GRPZ charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, GRPZ currently yields 0.88% against 1.07% for VTI.

Holdings Overlap

GRPZ already in VTI82.4%

At least 82.4% of GRPZ's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% 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 GRPZ is already inside VTI. Owning both mostly buys the same companies twice.

74 positions in common, counted across the 89 positions we hold weights for in GRPZ and 2,787 in VTI, against full books of 92 and 3,543.

Top Shared Holdings

StockWeight in GRPZWeight in VTIDifference
SEZLUti Universal Technical Institute Inc.2.22%0.00%2.22%
MRPMillrose Properties Inc1.96%0.00%1.96%
CALMCal-maine Foods Inc1.75%0.00%1.75%
PLMRPalomar Holdings Inc1.74%0.00%1.74%
TMDXTransmedics Group Inc. Com Npv1.67%0.00%1.67%
SKYWSkywest Inc1.66%0.00%1.66%
LIFLife360 Inc1.58%0.00%1.58%
TDWTidewater Inc1.58%0.00%1.58%
ADMAAdma Biologics Inc Com1.54%0.00%1.54%
TGTXTg Therapeutics Inc Common Stock1.52%0.01%1.51%

82.4% of GRPZ 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.

GRPZVTI

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Frequently Asked Questions

Which is cheaper, GRPZ or VTI?

GRPZ has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, GRPZ or VTI?

Over the past year GRPZ returned +22.50% vs +20.00% for VTI, so GRPZ leads on 1-year performance. Over the longest common window we track (2 years), GRPZ annualized +12.75% vs +18.19% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GRPZ or VTI?

GRPZ has been the more volatile fund at 18.5% annualized versus 12.3% for VTI. Worst drawdown: GRPZ -27.9% vs VTI -19.3%.

Should I hold both GRPZ and VTI?

GRPZ and VTI have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GRPZ and VTI?

At least 82.4% of GRPZ's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 74 positions in common, counted across the 89 positions we hold weights for in GRPZ and 2,787 in VTI.

Which pays a higher dividend, GRPZ or VTI?

GRPZ yields 0.88% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than GRPZ?

VTI has a lower expense ratio. GRPZ led over 1Y, VTI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.