JTD vs VTI

JTD 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 offers more diversification with 3,543 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricJTDVTIWinner
Expense Ratio-0.03%
AUM-$666.9B
Dividend Yield-1.07%
Holdings03,543
YTD Return-+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown--56.6%
Fund FamilyNuveen Tax-Advantaged Dividend Growth FundVanguard (US)
Category-Equity
Inception-May 24, 2001

JTD vs VTI Performance

Nuveen Tax-Advantaged Dividend Growth Fund (JTD) is a ETF from Nuveen Tax-Advantaged Dividend Growth Fund and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US).

Frequently Asked Questions

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