GSKH vs VTI

GSKH vs VTI
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Quick Verdict

VTI has a lower expense ratio. GSKH delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: GSKHMore Diversified: VTI

Side-by-Side Comparison

MetricGSKHVTIWinner
Expense Ratio0.19%0.03%
AUM$715,382.28$666.9B
Dividend Yield2.90%1.07%
Holdings23,543
YTD Return+5.44%+12.79%
1Y Return+31.66%+20.47%
3Y Return (annualized)-+21.53%
5Y Return (annualized)-+11.84%
Volatility (annualized)21.3%15.3%
Max Drawdown-18.5%-56.6%
Fund FamilyADRHVanguard (US)
CategoryAlternativeEquity
InceptionJan 15, 2025May 24, 2001

GSKH vs VTI Performance

GSK plc ADRhedged (GSKH) is a ETF from ADRH and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GSKH returned +31.66% while VTI returned +20.47%. Year to date, GSKH is up 5.44% versus a gain of 12.79% for VTI.

Risk: Volatility and Drawdowns

GSKH has been the more volatile fund, with annualized monthly volatility of 21.3% 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 -18.5% for GSKH 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 -0.21. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GSKH charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, GSKH currently yields 2.90% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

GSKH and VTI share 0 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GSKH or VTI?

GSKH has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, GSKH or VTI?

Over the past year GSKH returned +31.66% vs +20.47% for VTI, so GSKH leads on 1-year performance. Over the longest common window we track (2 years), GSKH annualized +26.38% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, GSKH or VTI?

GSKH has been the more volatile fund at 21.3% annualized versus 15.3% for VTI. Worst drawdown: GSKH -18.5% vs VTI -56.6%.

Should I hold both GSKH and VTI?

GSKH and VTI have a monthly-return correlation of -0.21, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GSKH and VTI?

GSKH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, GSKH or VTI?

GSKH yields 2.90% while VTI yields 1.07%, so GSKH currently pays the higher dividend yield.

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