KURE vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricKUREVTIWinner
Expense Ratio0.65%0.03%
AUM$98M$663.5B
Dividend Yield4.50%1.07%
Holdings543,543
YTD Return+7.30%+14.96%
1Y Return-3.36%+22.39%
3Y Return (annualized)+3.68%+21.51%
5Y Return (annualized)-10.14%+12.36%
Volatility (annualized)28.2%15.4%
Max Drawdown-68.5%-56.6%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionJan 31, 2018May 24, 2001

KURE vs VTI Performance

KraneShares MSCI All China Health Care Index ETF (KURE) is a ETF from KraneShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year KURE returned -3.36% while VTI returned +22.39%. Year to date, KURE is up 7.30% versus a gain of 14.96% for VTI.

Over three years, KURE compounded at +3.68% per year against +21.51% for VTI; over five years the annualized figures are -10.14% and +12.36% respectively. Across the full 9-year window we track, VTI has the edge at +8.16% annualized vs -0.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KURE has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 15.4% 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 -68.5% for KURE 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KURE charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, KURE currently yields 4.50% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

KURE and VTI share 0 holdings out of 2828 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, KURE or VTI?

KURE has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, KURE or VTI?

Over the past year KURE returned -3.36% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), KURE annualized -0.98% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, KURE or VTI?

KURE has been the more volatile fund at 28.2% annualized versus 15.4% for VTI. Worst drawdown: KURE -68.5% vs VTI -56.6%.

Should I hold both KURE and VTI?

KURE and VTI have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KURE and VTI?

KURE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2828 unique securities.

Which pays a higher dividend, KURE or VTI?

KURE yields 4.50% while VTI yields 1.07%, so KURE currently pays the higher dividend yield.

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