HYBL vs VTI
State Street Blackstone High Income 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 | HYBL | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $577M | $666.9B | |
| Dividend Yield | 7.07% | 1.07% | |
| Holdings | 631 | 3,543 | |
| YTD Return | -1.69% | +13.14% | |
| 1Y Return | +1.17% | +22.35% | |
| 3Y Return (annualized) | +7.00% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 5.2% | 15.3% | |
| Max Drawdown | -8.5% | -56.6% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Feb 16, 2022 | May 24, 2001 |
HYBL vs VTI Performance
State Street Blackstone High Income ETF (HYBL) is a ETF from State Street Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HYBL returned +1.17% while VTI returned +22.35%. Year to date, HYBL is down 1.69% versus a gain of 13.14% for VTI.
Over three years, HYBL compounded at +7.00% per year against +21.83% for VTI. Across the full 5-year window we track, VTI has the edge at +8.09% annualized vs +4.76%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 5.2% for HYBL. 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 -8.5% for HYBL 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HYBL charges 0.70% per year while VTI charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, HYBL currently yields 7.07% against 1.07% for VTI.
Holdings Overlap
HYBL and VTI share 0 holdings out of 2829 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, HYBL or VTI?
HYBL has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, HYBL or VTI?
Over the past year HYBL returned +1.17% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), HYBL annualized +4.76% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, HYBL or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 5.2% for HYBL. Worst drawdown: HYBL -8.5% vs VTI -56.6%.
Should I hold both HYBL and VTI?
HYBL and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYBL and VTI?
HYBL and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2829 unique securities.
Which pays a higher dividend, HYBL or VTI?
HYBL yields 7.07% while VTI yields 1.07%, so HYBL currently pays the higher dividend yield.
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