GVUS vs VTI

GVUS vs VTI

Which is better, GVUS or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. GVUS 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

MetricGVUSVTI
Expense Ratio0.12%0.03%Best
AUM$417M$666.9B
Dividend Yield1.46%1.03%
Holdings8643,543
YTD Return+21.46%Best+12.57%
1Y Return+27.46%Best+17.22%
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)11.6%Best12.1%
Max Drawdown-16.3%Best-19.3%
$10,000 over 2.8 years$17,029$17,299Best
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 28, 2023May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 11, 2026 (2.8 years).

GVUS 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 2.8 years both funds cover.

GVUS vs VTI Performance

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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 GVUS returned +27.46% while VTI returned +17.22%. Year to date, GVUS is up 21.46% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 11.6% for GVUS. 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 -16.3% for GVUS 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GVUS charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, GVUS currently yields 1.46% against 1.03% for VTI.

Holdings Overlap

GVUS already in VTI93.9%

At least 93.9% of GVUS'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 GVUS is already inside VTI. Owning both mostly buys the same companies twice.

620 positions in common, counted across the 751 positions we hold weights for in GVUS and 2,787 in VTI, against full books of 864 and 3,543.

Top Shared Holdings

StockWeight in GVUSWeight in VTIDifference
AAPLApple, Inc5.28%5.84%0.56%
AMZNAmazon.Com Inc6.27%3.17%3.10%
MSFTMicrosoft Corp 4.100 Feb 06 374.84%3.81%1.03%
BRK.BBerkshire Hathaway B2.50%1.24%1.26%
JPMJpmorgan Chase & Co.2.57%1.11%1.46%
XOMExxon Mobil Corp.1.76%0.78%0.98%
JNJJohnson & Johnson1.66%0.84%0.82%
INTCIntel Corp.1.17%0.77%0.40%
WMTWalmart, Inc.1.22%0.68%0.54%
CSCOCisco Systems Inc. - Ordinary Shares1.30%0.57%0.73%

93.9% of GVUS 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.

GVUSVTI

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Frequently Asked Questions

Which is cheaper, GVUS or VTI?

GVUS has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, GVUS or VTI?

Over the past year GVUS returned +27.46% vs +17.22% for VTI, so GVUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GVUS or VTI?

VTI has been the more volatile fund at 12.1% annualized versus 11.6% for GVUS. Worst drawdown: GVUS -16.3% vs VTI -19.3%.

Should I hold both GVUS and VTI?

GVUS and VTI have a monthly-return correlation of 0.79, 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 GVUS and VTI?

At least 93.9% of GVUS's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 620 positions in common, counted across the 751 positions we hold weights for in GVUS and 2,787 in VTI.

Which pays a higher dividend, GVUS or VTI?

GVUS yields 1.46% while VTI yields 1.03%, so GVUS currently pays the higher dividend yield.

Is VTI better than GVUS?

VTI has a lower expense ratio. GVUS 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.