GXPE vs VTI

GXPE vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: GXPEMore Diversified: VTI

Side-by-Side Comparison

MetricGXPEVTIWinner
Expense Ratio0.15%0.03%
AUM$1M$666.9B
Dividend Yield2.07%1.07%
Holdings243,543
YTD Return+39.96%+12.79%
1Y Return+46.06%+20.47%
3Y Return (annualized)-+21.53%
5Y Return (annualized)-+11.84%
Volatility (annualized)23.4%15.3%
Max Drawdown-15.7%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJul 22, 2025May 24, 2001

GXPE vs VTI Performance

Global X PureCap MSCI Energy ETF (GXPE) is a ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GXPE returned +46.06% while VTI returned +20.47%. Year to date, GXPE is up 39.96% versus a gain of 12.79% for VTI.

Risk: Volatility and Drawdowns

GXPE has been the more volatile fund, with annualized monthly volatility of 23.4% 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 -15.7% for GXPE 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 -0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GXPE charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, GXPE currently yields 2.07% against 1.07% for VTI.

Holdings Overlap

2.8%overlap

GXPE and VTI share 22 holdings out of 2787 unique holdings combined, representing a 2.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GXPEWeight in VTIDifference
XOM29.26%0.78%28.48%
CVX16.06%0.43%15.63%
COP6.58%0.17%6.41%
VLOProProPro
MPCProProPro
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EOGProProPro
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Frequently Asked Questions

Which is cheaper, GXPE or VTI?

GXPE has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, GXPE or VTI?

Over the past year GXPE returned +46.06% vs +20.47% for VTI, so GXPE leads on 1-year performance. Over the longest common window we track (1 years), GXPE annualized +44.46% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, GXPE or VTI?

GXPE has been the more volatile fund at 23.4% annualized versus 15.3% for VTI. Worst drawdown: GXPE -15.7% vs VTI -56.6%.

Should I hold both GXPE and VTI?

GXPE and VTI have a monthly-return correlation of -0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GXPE and VTI?

GXPE and VTI share 22 common holdings with a 2.8% weight overlap. Combined, they hold 2787 unique securities.

Which pays a higher dividend, GXPE or VTI?

GXPE yields 2.07% while VTI yields 1.07%, so GXPE currently pays the higher dividend yield.

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