JETS vs VTI

JETS vs VTI
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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

MetricJETSVTIWinner
Expense Ratio0.60%0.03%
AUM$867M$666.9B
Dividend Yield0.74%1.07%
Holdings503,543
YTD Return+7.18%+13.38%
1Y Return+18.90%+21.12%
3Y Return (annualized)+16.65%+21.85%
5Y Return (annualized)+6.95%+12.44%
Volatility (annualized)30.3%15.3%
Max Drawdown-64.9%-56.6%
Fund FamilyU.S. Global Investors, Inc.Vanguard (US)
CategoryEquityEquity
InceptionApr 30, 2015May 24, 2001

JETS vs VTI Performance

US Global Jets ETF (JETS) is a ETF from U.S. Global Investors, Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JETS returned +18.90% while VTI returned +21.12%. Year to date, JETS is up 7.18% versus a gain of 13.38% for VTI.

Over three years, JETS compounded at +16.65% per year against +21.85% for VTI; over five years the annualized figures are +6.95% and +12.44% respectively. Across the full 11-year window we track, VTI has the edge at +8.10% annualized vs +2.58%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JETS has been the more volatile fund, with annualized monthly volatility of 30.3% 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 -64.9% for JETS 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JETS charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, JETS currently yields 0.74% against 1.07% for VTI.

Holdings Overlap

0.8%overlap

JETS and VTI share 12 holdings out of 2824 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JETSWeight in VTIDifference
UAL10.75%0.06%10.69%
DAL10.43%0.08%10.35%
AAL10.46%0.02%10.44%
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Frequently Asked Questions

Which is cheaper, JETS or VTI?

JETS has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, JETS or VTI?

Over the past year JETS returned +18.90% vs +21.12% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (11 years), JETS annualized +2.58% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, JETS or VTI?

JETS has been the more volatile fund at 30.3% annualized versus 15.3% for VTI. Worst drawdown: JETS -64.9% vs VTI -56.6%.

Should I hold both JETS and VTI?

JETS and VTI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JETS and VTI?

JETS and VTI share 12 common holdings with a 0.8% weight overlap. Combined, they hold 2824 unique securities.

Which pays a higher dividend, JETS or VTI?

JETS yields 0.74% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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