HTEC vs VTI
ROBO Global Healthcare Technology and Innovation ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. HTEC delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | HTEC | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.68% | 0.03% | |
| AUM | $75M | $663.5B | |
| Dividend Yield | 0.92% | 1.07% | |
| Holdings | 60 | 3,543 | |
| YTD Return | +16.11% | +13.87% | |
| 1Y Return | +44.49% | +23.31% | |
| 3Y Return (annualized) | +13.25% | +21.17% | |
| 5Y Return (annualized) | -2.38% | +12.23% | |
| Volatility (annualized) | 22.1% | 15.3% | |
| Max Drawdown | -57.5% | -56.6% | |
| Fund Family | Robo Global | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2019 | May 24, 2001 |
HTEC vs VTI Performance
ROBO Global Healthcare Technology and Innovation ETF (HTEC) is a ETF from Robo Global and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HTEC returned +44.49% while VTI returned +23.31%. Year to date, HTEC is up 16.11% versus a gain of 13.87% for VTI.
Over three years, HTEC compounded at +13.25% per year against +21.17% for VTI; over five years the annualized figures are -2.38% and +12.23% respectively. Across the full 7-year window we track, VTI has the edge at +8.13% annualized vs +7.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HTEC has been the more volatile fund, with annualized monthly volatility of 22.1% 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 -57.5% for HTEC 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HTEC charges 0.68% per year while VTI charges 0.03%. On a $10,000 position that is $68 vs $3 annually, a gap of $65 per year that compounds over a long holding period. On income, HTEC currently yields 0.92% against 1.07% for VTI.
Holdings Overlap
HTEC and VTI share 39 holdings out of 2803 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HTEC or VTI?
HTEC has an expense ratio of 0.68% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $65 per year of difference.
Which performed better, HTEC or VTI?
Over the past year HTEC returned +44.49% vs +23.31% for VTI, so HTEC leads on 1-year performance. Over the longest common window we track (7 years), HTEC annualized +7.85% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, HTEC or VTI?
HTEC has been the more volatile fund at 22.1% annualized versus 15.3% for VTI. Worst drawdown: HTEC -57.5% vs VTI -56.6%.
Should I hold both HTEC and VTI?
HTEC and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HTEC and VTI?
HTEC and VTI share 39 common holdings with a 2.1% weight overlap. Combined, they hold 2803 unique securities.
Which pays a higher dividend, HTEC or VTI?
HTEC yields 0.92% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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