GVLE vs VTI

GVLE vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: GVLEMore Diversified: VTI

Side-by-Side Comparison

MetricGVLEVTIWinner
Expense Ratio0.45%0.03%
AUM$43M$666.9B
Dividend Yield1.00%1.07%
Holdings323,543
YTD Return+18.89%+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-7.9%-56.6%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJul 31, 2015May 24, 2001

GVLE vs VTI Performance

Goldman Sachs Value Opportunities ETF (GVLE) is a ETF from Goldman Sachs Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, GVLE is up 18.89% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.9% for GVLE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

GVLE 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, GVLE currently yields 1.00% against 1.07% for VTI.

Holdings Overlap

16.3%overlap

GVLE and VTI share 30 holdings out of 2788 unique holdings combined, representing a 16.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GVLEWeight in VTIDifference
AMZN8.30%3.17%5.13%
MSFT6.66%3.81%2.85%
JPM5.09%1.11%3.98%
BRK.BProProPro
MRKProProPro
MSProProPro
WMTProProPro
JNJProProPro
PGProProPro
TMOProProPro
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Frequently Asked Questions

Which is cheaper, GVLE or VTI?

GVLE has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between GVLE and VTI?

GVLE and VTI share 30 common holdings with a 16.3% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, GVLE or VTI?

GVLE yields 1.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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