HYSD vs VTI

HYSD vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricHYSDVTIWinner
Expense Ratio0.44%0.03%
AUM$105M$666.9B
Dividend Yield5.86%1.07%
Holdings2943,543
YTD Return+2.05%+12.65%
1Y Return+4.60%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)2.1%15.3%
Max Drawdown-2.7%-56.6%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 5, 2024May 24, 2001

HYSD vs VTI Performance

Columbia Short Duration High Yield ETF (HYSD) is a ETF from Columbia Threadneedle Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HYSD returned +4.60% while VTI returned +21.39%. Year to date, HYSD is up 2.05% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 2.1% for HYSD. 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 -2.7% for HYSD 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYSD charges 0.44% per year while VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, HYSD currently yields 5.86% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

HYSD and VTI share 2 holdings out of 3036 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HYSDWeight in VTIDifference
GLXY0.25%0.00%0.25%
THC0.23%0.02%0.21%

Frequently Asked Questions

Which is cheaper, HYSD or VTI?

HYSD has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, HYSD or VTI?

Over the past year HYSD returned +4.60% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +5.22% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, HYSD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 2.1% for HYSD. Worst drawdown: HYSD -2.7% vs VTI -56.6%.

Should I hold both HYSD and VTI?

HYSD and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYSD and VTI?

HYSD and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3036 unique securities.

Which pays a higher dividend, HYSD or VTI?

HYSD yields 5.86% while VTI yields 1.07%, so HYSD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free