LEAD vs VTI
LEAD vs VTI
Siren DIVCON Leaders Dividend ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | LEAD | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.43% | 0.03% | |
| AUM | $72M | $663.5B | |
| Dividend Yield | 0.55% | 1.07% | |
| Holdings | 54 | 3,543 | |
| YTD Return | +11.78% | +14.20% | |
| 1Y Return | +19.19% | +24.16% | |
| 3Y Return (annualized) | +15.43% | +21.12% | |
| 5Y Return (annualized) | +11.00% | +12.37% | |
| Volatility (annualized) | 15.7% | 15.3% | |
| Max Drawdown | -32.2% | -56.6% | |
| Fund Family | SRN Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 6, 2016 | May 24, 2001 |
LEAD vs VTI Performance
Siren DIVCON Leaders Dividend ETF (LEAD) is a ETF from SRN Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LEAD returned +19.19% while VTI returned +24.16%. Year to date, LEAD is up 11.78% versus a gain of 14.20% for VTI.
Over three years, LEAD compounded at +15.43% per year against +21.12% for VTI; over five years the annualized figures are +11.00% and +12.37% respectively. Across the full 11-year window we track, LEAD has the edge at +13.67% annualized vs +8.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LEAD has been the more volatile fund, with annualized monthly volatility of 15.7% 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 -32.2% for LEAD 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LEAD charges 0.43% per year while VTI charges 0.03%. On a $10,000 position that is $43 vs $3 annually, a gap of $40 per year that compounds over a long holding period. On income, LEAD currently yields 0.55% against 1.07% for VTI.
Holdings Overlap
LEAD and VTI share 49 holdings out of 2787 unique holdings combined, representing a 19.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LEAD | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 5.34% | 6.32% | 0.98% |
| AVGO | 6.55% | 2.46% | 4.09% |
| AAPL | 1.75% | 5.84% | 4.09% |
| PWR | Pro | Pro | Pro |
| KLAC | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| COST | Pro | Pro | Pro |
| NUVL | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings LEAD shares with VTI Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, LEAD or VTI?
LEAD has an expense ratio of 0.43% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, LEAD or VTI?
Over the past year LEAD returned +19.19% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (11 years), LEAD annualized +13.67% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, LEAD or VTI?
LEAD has been the more volatile fund at 15.7% annualized versus 15.3% for VTI. Worst drawdown: LEAD -32.2% vs VTI -56.6%.
Should I hold both LEAD and VTI?
LEAD and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LEAD and VTI?
LEAD and VTI share 49 common holdings with a 19.6% weight overlap. Combined, they hold 2787 unique securities.
Which pays a higher dividend, LEAD or VTI?
LEAD yields 0.55% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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