GVIP vs VTI

GVIP vs VTI

Which is better, GVIP or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. GVIP led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.92. GVIP is less concentrated, with 21.8% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: GVIP

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

MetricGVIPVTI
Expense Ratio0.45%0.03%Best
AUM$567M$666.9B
Dividend Yield0.30%1.03%
Holdings533,543
YTD Return+10.23%+13.60%Best
1Y Return+14.85%+18.17%Best
3Y Return (annualized)+27.17%Best+23.04%
5Y Return (annualized)+11.27%+12.14%Best
Volatility (annualized)19.0%15.9%Best
Max Drawdown-37.1%-35.0%Best
$10,000 over 5 years$17,057$17,734Best
Top 10 Weight21.8%Best33.3%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 1, 2016May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Nov 3, 2016 to Sep 25, 2026 (9.9 years).

GVIP 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 9.9 years both funds cover.

GVIP vs VTI Performance

Goldman Sachs Hedge Industry VIP ETF (GVIP) is an ETF from Goldman Sachs Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year GVIP returned +14.85% while VTI returned +18.17%. Year to date, GVIP is up 10.23% versus a gain of 13.60% for VTI.

Over three years, GVIP compounded at +27.17% per year against +23.04% for VTI; over five years the annualized figures are +11.27% and +12.14% respectively. Across the full 10-year window we track, GVIP has the edge at +16.54% annualized vs +14.56%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GVIP has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 15.9% 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 -37.1% for GVIP and -35.0% 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GVIP charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, GVIP currently yields 0.30% against 1.03% for VTI.

Holdings Overlap

GVIP already in VTI82.0%
VTI already in GVIP40.7%

82.0% of GVIP's money is in holdings VTI also owns. 40.7% of VTI's money is in holdings GVIP also owns.

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

41 positions in common, counted across the 51 positions we hold weights for in GVIP and 3,463 in VTI, against full books of 53 and 3,543.

What only one of them owns

Our book lists 1,109 positions for VTI that do not appear in our book for GVIP (56.8% of the fund), and 5 for GVIP that do not appear in VTI (8.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GVIPWeight in VTIDifference
AAPLApple, Inc2.17%6.29%4.12%
NVDANvidia Corp2.05%6.40%4.35%
MSFTMicrosoft Corp2.14%4.79%2.65%
AMZNAmazon.Com Inc2.07%3.65%1.58%
GOOGLAlphabet Inc,class A2.05%2.90%0.85%
AVGOBroadcom Inc1.97%2.56%0.59%
METAMeta Platforms Inc2.03%1.70%0.33%
LLYEli Lilly & Co.2.05%1.35%0.70%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.09%1.28%0.81%
MUMicron Technology, Inc.2.07%1.29%0.78%

82.0% of GVIP 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.

GVIPVTI

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Frequently Asked Questions

Which is cheaper, GVIP or VTI?

GVIP has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, GVIP or VTI?

Over the past year GVIP returned +14.85% vs +18.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), GVIP annualized +16.54% vs +14.56% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GVIP or VTI?

GVIP has been the more volatile fund at 19.0% annualized versus 15.9% for VTI. Worst drawdown: GVIP -37.1% vs VTI -35.0%.

Should I hold both GVIP and VTI?

GVIP and VTI have a monthly-return correlation of 0.92, 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 GVIP and VTI?

82.0% of GVIP's money is in holdings VTI also owns. 40.7% of VTI's is in holdings GVIP also owns. They hold 41 positions in common, counted across the 51 positions we hold weights for in GVIP and 3,463 in VTI.

Which pays a higher dividend, GVIP or VTI?

GVIP yields 0.30% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than GVIP?

VTI has a lower expense ratio. GVIP led over 3Y and the full window, VTI over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.92. GVIP is less concentrated, with 21.8% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.