KOMP vs VTI

KOMP vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: KOMPMore Diversified: VTI

Side-by-Side Comparison

MetricKOMPVTIWinner
Expense Ratio0.20%0.03%
AUM$2.8B$666.9B
Dividend Yield1.58%1.07%
Holdings5083,543
YTD Return+15.95%+14.31%
1Y Return+25.50%+22.11%
3Y Return (annualized)+20.85%+22.37%
5Y Return (annualized)+4.22%+12.40%
Volatility (annualized)24.9%15.3%
Max Drawdown-50.1%-56.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 19, 2018May 24, 2001

KOMP vs VTI Performance

State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) 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 KOMP returned +25.50% while VTI returned +22.11%. Year to date, KOMP is up 15.95% versus a gain of 14.31% for VTI.

Over three years, KOMP compounded at +20.85% per year against +22.37% for VTI; over five years the annualized figures are +4.22% and +12.40% respectively. Across the full 8-year window we track, KOMP has the edge at +12.83% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KOMP has been the more volatile fund, with annualized monthly volatility of 24.9% 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 -50.1% for KOMP 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KOMP charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, KOMP currently yields 1.58% against 1.07% for VTI.

Holdings Overlap

13.8%overlap

KOMP and VTI share 332 holdings out of 2958 unique holdings combined, representing a 13.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KOMPWeight in VTIDifference
NVDA0.66%6.32%5.66%
AAPL0.12%5.84%5.72%
MSFT0.16%3.81%3.65%
AVGOProProPro
GOOGProProPro
TSLAProProPro
METAProProPro
MUProProPro
KLACProProPro
OUSTProProPro
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Frequently Asked Questions

Which is cheaper, KOMP or VTI?

KOMP has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, KOMP or VTI?

Over the past year KOMP returned +25.50% vs +22.11% for VTI, so KOMP leads on 1-year performance. Over the longest common window we track (8 years), KOMP annualized +12.83% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, KOMP or VTI?

KOMP has been the more volatile fund at 24.9% annualized versus 15.3% for VTI. Worst drawdown: KOMP -50.1% vs VTI -56.6%.

Should I hold both KOMP and VTI?

KOMP and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KOMP and VTI?

KOMP and VTI share 332 common holdings with a 13.8% weight overlap. Combined, they hold 2958 unique securities.

Which pays a higher dividend, KOMP or VTI?

KOMP yields 1.58% while VTI yields 1.07%, so KOMP currently pays the higher dividend yield.

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