HEDJ vs VTI
WisdomTree Europe Hedged Equity Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, HEDJ or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y 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 | HEDJ | VTI |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $1.8B | $666.9B |
| Dividend Yield | 1.77% | 1.03% |
| Holdings | 132 | 3,543 |
| YTD Return | +5.99% | +11.65%Best |
| 1Y Return | +14.59% | +17.34%Best |
| 3Y Return (annualized) | +14.27% | +20.35%Best |
| 5Y Return (annualized) | +10.16% | +11.72%Best |
| Volatility (annualized) | 15.4% | 14.9%Best |
| Max Drawdown | -38.2% | -35.0%Best |
| $10,000 over 5 years | $16,223 | $17,404Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 31, 2009 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 31, 2009 to Sep 10, 2026 (16.7 years).
HEDJ 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 16.7 years both funds cover.
HEDJ vs VTI Performance
WisdomTree Europe Hedged Equity Fund (HEDJ) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year HEDJ returned +14.59% while VTI returned +17.34%. Year to date, HEDJ is up 5.99% versus a gain of 11.65% for VTI.
Over three years, HEDJ compounded at +14.27% per year against +20.35% for VTI; over five years the annualized figures are +10.16% and +11.72% respectively. Across the full 17-year window we track, VTI has the edge at +12.50% annualized vs +6.27%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HEDJ has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.9% 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 -38.2% for HEDJ and -35.0% 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HEDJ charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, HEDJ currently yields 1.77% against 1.03% for VTI.
Holdings Overlap
At least 2.1% of HEDJ'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.
HEDJ and VTI share little of their money.
3 positions in common, counted across the 128 positions we hold weights for in HEDJ and 2,787 in VTI, against full books of 132 and 3,543.
You are not choosing between two funds in isolation.
Whichever of HEDJ 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, HEDJ or VTI?
HEDJ has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, HEDJ or VTI?
Over the past year HEDJ returned +14.59% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), HEDJ annualized +6.27% vs +12.50% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEDJ or VTI?
HEDJ has been the more volatile fund at 15.4% annualized versus 14.9% for VTI. Worst drawdown: HEDJ -38.2% vs VTI -35.0%.
Should I hold both HEDJ and VTI?
HEDJ and VTI have a monthly-return correlation of 0.76, 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 HEDJ and VTI?
At least 2.1% of HEDJ's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 128 positions we hold weights for in HEDJ and 2,787 in VTI.
Which pays a higher dividend, HEDJ or VTI?
HEDJ yields 1.77% while VTI yields 1.03%, so HEDJ currently pays the higher dividend yield.
Is VTI better than HEDJ?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.