HDGE vs VTI
AdvisorShares Ranger Equity Bear ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | HDGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 3.62% | 0.03% | |
| AUM | $51M | $666.9B | |
| Dividend Yield | 3.70% | 1.07% | |
| Holdings | 64 | 3,543 | |
| YTD Return | -13.31% | +13.86% | |
| 1Y Return | -9.13% | +20.74% | |
| 3Y Return (annualized) | -10.30% | +21.66% | |
| 5Y Return (annualized) | -8.41% | +11.90% | |
| Volatility (annualized) | 20.9% | 15.3% | |
| Max Drawdown | -94.7% | -56.6% | |
| Fund Family | Advisor Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 26, 2011 | May 24, 2001 |
HDGE vs VTI Performance
AdvisorShares Ranger Equity Bear ETF (HDGE) is a ETF from Advisor Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HDGE returned -9.13% while VTI returned +20.74%. Year to date, HDGE is down 13.31% versus a gain of 13.86% for VTI.
Over three years, HDGE compounded at -10.30% per year against +21.66% for VTI; over five years the annualized figures are -8.41% and +11.90% respectively. Across the full 16-year window we track, VTI has the edge at +8.11% annualized vs -16.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HDGE has been the more volatile fund, with annualized monthly volatility of 20.9% 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 -94.7% for HDGE 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 -0.82. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HDGE charges 3.62% per year while VTI charges 0.03%. On a $10,000 position that is $362 vs $3 annually, a gap of $359 per year that compounds over a long holding period. On income, HDGE currently yields 3.70% against 1.07% for VTI.
Holdings Overlap
HDGE and VTI share 43 holdings out of 2806 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, HDGE or VTI?
HDGE has an expense ratio of 3.62% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $359 per year of difference.
Which performed better, HDGE or VTI?
Over the past year HDGE returned -9.13% vs +20.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), HDGE annualized -16.16% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, HDGE or VTI?
HDGE has been the more volatile fund at 20.9% annualized versus 15.3% for VTI. Worst drawdown: HDGE -94.7% vs VTI -56.6%.
Should I hold both HDGE and VTI?
HDGE and VTI have a monthly-return correlation of -0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HDGE and VTI?
HDGE and VTI share 43 common holdings with a 0.0% weight overlap. Combined, they hold 2806 unique securities.
Which pays a higher dividend, HDGE or VTI?
HDGE yields 3.70% while VTI yields 1.07%, so HDGE currently pays the higher dividend yield.
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