HEAL vs VTI
Global X HealthTech ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, HEAL or VTI?
Mid Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 46.9%.
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
| Metric | HEAL | VTI |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $31M | $666.9B |
| Dividend Yield | 0.24% | 1.03% |
| Holdings | 43 | 3,543 |
| YTD Return | +0.07% | +13.60%Best |
| 1Y Return | -6.52% | +18.17%Best |
| 3Y Return (annualized) | +2.97% | +23.04%Best |
| 5Y Return (annualized) | -11.60% | +12.14%Best |
| Volatility (annualized) | 23.2% | 15.7%Best |
| Max Drawdown | -65.8% | -25.4%Best |
| $10,000 over 5 years | $5,398 | $17,734Best |
| Top 10 Weight | 46.9% | 33.3%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jul 29, 2020 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jul 30, 2020 to Sep 25, 2026 (6.2 years).
HEAL 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 6.2 years both funds cover.
HEAL vs VTI Performance
Global X HealthTech ETF (HEAL) is an ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year HEAL returned -6.52% while VTI returned +18.17%. Year to date, HEAL is up 0.07% versus a gain of 13.60% for VTI.
Over three years, HEAL compounded at +2.97% per year against +23.04% for VTI; over five years the annualized figures are -11.60% and +12.14% respectively. Across the full 6-year window we track, VTI has the edge at +15.97% annualized vs -7.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HEAL has been the more volatile fund, with annualized monthly volatility of 23.2% compared with 15.7% 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 -65.8% for HEAL and -25.4% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HEAL charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HEAL currently yields 0.24% against 1.03% for VTI.
Holdings Overlap
84.1% of HEAL's money is in holdings VTI also owns. 0.4% of VTI's money is in holdings HEAL also owns.
Most of HEAL is already inside VTI. Owning both mostly buys the same companies twice.
32 positions in common, counted across the 39 positions we hold weights for in HEAL and 3,463 in VTI, against full books of 43 and 3,543.
What only one of them owns
Our book lists 1,139 positions for VTI that do not appear in our book for HEAL (97.0% of the fund), and 0 for HEAL that do not appear in VTI (0.0%).
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
| Stock | Weight in HEAL | Weight in VTI | Difference |
|---|---|---|---|
| IQVI Q V I A Holdings Inc. | 5.91% | 0.05% | 5.86% |
| VEEVVeeva Systems Inc | 5.88% | 0.04% | 5.84% |
| OSCROscar Health, Inc. | 5.46% | 0.01% | 5.45% |
| DXCMDexcom Inc. | 5.30% | 0.04% | 5.26% |
| GEHCGe Healthcare Technologies Inc | 4.16% | 0.04% | 4.12% |
| RMDResmed Inc. | 4.08% | 0.04% | 4.04% |
| TEMTempus Pe | 4.08% | 0.01% | 4.07% |
| HIMSHims & Hers Health Inc | 3.74% | 0.01% | 3.73% |
| WAYWaystar Holding Corp | 3.57% | 0.00% | 3.57% |
| IRTCIrhythm Technologies, Inc. | 3.33% | 0.01% | 3.32% |
84.1% of HEAL 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEAL or VTI?
HEAL has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, HEAL or VTI?
Over the past year HEAL returned -6.52% vs +18.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), HEAL annualized -7.23% vs +15.97% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEAL or VTI?
HEAL has been the more volatile fund at 23.2% annualized versus 15.7% for VTI. Worst drawdown: HEAL -65.8% vs VTI -25.4%.
Should I hold both HEAL and VTI?
HEAL and VTI have a monthly-return correlation of 0.74, 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 HEAL and VTI?
84.1% of HEAL's money is in holdings VTI also owns. 0.4% of VTI's is in holdings HEAL also owns. They hold 32 positions in common, counted across the 39 positions we hold weights for in HEAL and 3,463 in VTI.
Which pays a higher dividend, HEAL or VTI?
HEAL yields 0.24% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than HEAL?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 46.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.