KLIP vs VTI

KLIP 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

MetricKLIPVTIWinner
Expense Ratio0.94%0.03%
AUM$100M$666.9B
Dividend Yield29.86%1.07%
Holdings73,543
YTD Return-10.82%+14.82%
1Y Return-7.29%+22.43%
3Y Return (annualized)+6.02%+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)14.6%15.4%
Max Drawdown-21.5%-56.6%
Fund FamilyKraneSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 11, 2023May 24, 2001

KLIP vs VTI Performance

KraneShares KWEB Covered Call Strategy ETF (KLIP) is a ETF from KraneShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year KLIP returned -7.29% while VTI returned +22.43%. Year to date, KLIP is down 10.82% versus a gain of 14.82% for VTI.

Over three years, KLIP compounded at +6.02% per year against +21.93% for VTI. Across the full 4-year window we track, VTI has the edge at +8.16% annualized vs +5.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.6% for KLIP. 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 -21.5% for KLIP 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KLIP charges 0.94% per year while VTI charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, KLIP currently yields 29.86% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

KLIP and VTI share 0 holdings out of 2788 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, KLIP or VTI?

KLIP has an expense ratio of 0.94% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, KLIP or VTI?

Over the past year KLIP returned -7.29% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), KLIP annualized +5.32% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, KLIP or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 14.6% for KLIP. Worst drawdown: KLIP -21.5% vs VTI -56.6%.

Should I hold both KLIP and VTI?

KLIP and VTI have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KLIP and VTI?

KLIP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, KLIP or VTI?

KLIP yields 29.86% while VTI yields 1.07%, so KLIP 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