MARB vs VTI

MARB vs VTI

Which is better, MARB or VTI?

Market Neutral Strategy against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMARBVTI
Expense Ratio1.69%0.03%Best
AUM$20M$666.9B
Dividend Yield2.98%1.07%
Holdings303,543
Volatility (annualized)3.5%Best17.6%
Max Drawdown-12.0%Best-35.0%
$10,000 over 6.4 years$11,401$23,196Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMarket Neutral StrategyLarge Cap Blend
InceptionFeb 4, 2020May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 73 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. MARB has data through Jun 23, 2026 and VTI through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 6.4 years row, are measured over the window both funds cover: Feb 5, 2020 to Jun 23, 2026 (6.4 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 3.5% for MARB. 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 -12.0% for MARB and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MARB charges 1.69% per year while VTI charges 0.03%. On a $10,000 position that is $169 vs $3 annually, a gap of $166 per year that compounds over a long holding period. On income, MARB currently yields 2.98% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 21 holdings in MARB and 2,787 in VTI, totalling 70.4% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 5 positions appear in both.

The two holdings books were reported 91 days apart, MARB as of Mar 31, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

5 positions in common, counted across the 21 positions we hold weights for in MARB and 2,787 in VTI, against full books of 30 and 3,543.

Top Shared Holdings

StockWeight in MARBWeight in VTIDifference
EAElectronic Arts, Inc.4.25%0.07%4.18%
TALKTalkspace Inc3.76%0.00%3.76%
BHFBrighthouse Financial Inc3.42%0.00%3.42%
CCOClear Channel Outdoor Holdings Inc3.26%0.00%3.26%
DBRGDigitalbridge Group Inc.2.36%0.00%2.36%

You are not choosing between two funds in isolation.

Whichever of MARB and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MARBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MARB or VTI?

MARB has an expense ratio of 1.69% while VTI charges 0.03%. VTI is the cheaper option, by $166 a year on a $10,000 investment.

Which is riskier, MARB or VTI?

VTI has been the more volatile fund at 17.6% annualized versus 3.5% for MARB. Worst drawdown: MARB -12.0% vs VTI -35.0%.

Should I hold both MARB and VTI?

MARB and VTI have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MARB or VTI?

MARB yields 2.98% while VTI yields 1.07%, so MARB currently pays the higher dividend yield.

Is VTI better than MARB?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.