HEDG vs VTI
Equable Shares Hedged Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, HEDG or VTI?
Option Writing against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window.
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 | HEDG | VTI |
|---|---|---|
| Expense Ratio | 0.96% | 0.03%Best |
| AUM | $460M | $689.2B |
| Dividend Yield | 2.78% | 1.06% |
| Holdings | 22 | 3,542 |
| YTD Return | +7.35% | +12.23%Best |
| 1Y Return | +9.26% | +12.74%Best |
| 3Y Return (annualized) | - | +21.44% |
| 5Y Return (annualized) | - | +10.83% |
| Volatility (annualized) | 3.5%Best | 12.6% |
| Max Drawdown | -3.9%Best | -8.9% |
| $10,000 over 1.1 years | $11,099 | $11,612Best |
| Top 10 Weight | - | 34.6% |
| Fund Family | Equable Shares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Oct 13, 2025 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Oct 13, 2025 to Nov 11, 2026 (1.1 years).
HEDG 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 1.1 years both funds cover.
HEDG vs VTI Performance
Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year HEDG returned +9.26% while VTI returned +12.74%. Year to date, HEDG is up 7.35% versus a gain of 12.23% 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 12.6% compared with 3.5% for HEDG. 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 -3.9% for HEDG and -8.9% 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HEDG charges 0.96% per year while VTI charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, HEDG currently yields 2.78% against 1.06% for VTI.
Holdings Overlap
We hold position weights for 10 holdings in HEDG and 3,464 in VTI, totalling 103.0% and 97.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in HEDG and 3,464 in VTI, against full books of 22 and 3,542.
What only one of them owns
Our book lists 1,129 positions for VTI that do not appear in our book for HEDG (96.9% of the fund), and 5 for HEDG that do not appear in VTI (103.0%).
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.
You are not choosing between two funds in isolation.
Whichever of HEDG and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEDG or VTI?
HEDG has an expense ratio of 0.96% while VTI charges 0.03%. VTI is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, HEDG or VTI?
Over the past year HEDG returned +9.26% vs +12.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), HEDG annualized +9.94% vs +14.55% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEDG or VTI?
VTI has been the more volatile fund at 12.6% annualized versus 3.5% for HEDG. Worst drawdown: HEDG -3.9% vs VTI -8.9%.
Should I hold both HEDG and VTI?
HEDG and VTI have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HEDG or VTI?
HEDG yields 2.78% while VTI yields 1.06%, so HEDG currently pays the higher dividend yield.
Is VTI better than HEDG?
VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.