MAGS vs VTI

MAGS vs VTI
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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

MetricMAGSVTIWinner
Expense Ratio0.30%0.03%
AUM$4.4B$666.9B
Dividend Yield1.48%1.07%
Holdings253,543
YTD Return+2.36%+12.65%
1Y Return+13.99%+21.39%
3Y Return (annualized)+31.54%+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)21.6%15.3%
Max Drawdown-29.4%-56.6%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionApr 11, 2023May 24, 2001

MAGS vs VTI Performance

Roundhill Magnificent Seven ETF (MAGS) is a ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MAGS returned +13.99% while VTI returned +21.39%. Year to date, MAGS is up 2.36% versus a gain of 12.65% for VTI.

Over three years, MAGS compounded at +31.54% per year against +21.54% for VTI. Across the full 3-year window we track, MAGS has the edge at +35.71% annualized vs +8.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MAGS has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -29.4% for MAGS 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MAGS charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, MAGS currently yields 1.48% against 1.07% for VTI.

Holdings Overlap

18.8%overlap

MAGS and VTI share 7 holdings out of 2789 unique holdings combined, representing a 18.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MAGSWeight in VTIDifference
NVDA3.39%6.32%2.93%
AAPL3.82%5.84%2.02%
MSFT4.98%3.81%1.17%
METAProProPro
AMZNProProPro
TSLAProProPro
GOOGLProProPro
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Frequently Asked Questions

Which is cheaper, MAGS or VTI?

MAGS has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, MAGS or VTI?

Over the past year MAGS returned +13.99% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), MAGS annualized +35.71% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, MAGS or VTI?

MAGS has been the more volatile fund at 21.6% annualized versus 15.3% for VTI. Worst drawdown: MAGS -29.4% vs VTI -56.6%.

Should I hold both MAGS and VTI?

MAGS and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MAGS and VTI?

MAGS and VTI share 7 common holdings with a 18.8% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, MAGS or VTI?

MAGS yields 1.48% while VTI yields 1.07%, so MAGS currently pays the higher dividend yield.

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