METV vs VTI

METV vs VTI

Which is better, METV or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. METV led over 3Y, VTI over 1Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricMETVVTI
Expense Ratio0.59%0.03%Best
AUM$223M$666.9B
Dividend Yield0.18%1.07%
Holdings433,543
YTD Return+6.19%+13.59%Best
1Y Return+5.72%+20.00%Best
3Y Return (annualized)+26.74%Best+20.95%
5Y Return (annualized)+5.87%+11.81%Best
Volatility (annualized)27.0%15.7%Best
Max Drawdown-59.6%-25.4%Best
$10,000 over 5 years$13,300$17,474Best
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 30, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 30, 2021 to Sep 4, 2026 (5.2 years).

METV vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.2 years both funds cover.

METV vs VTI Performance

Roundhill Ball Metaverse ETF (METV) is an ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year METV returned +5.72% while VTI returned +20.00%. Year to date, METV is up 6.19% versus a gain of 13.59% for VTI.

Over three years, METV compounded at +26.74% per year against +20.95% for VTI; over five years the annualized figures are +5.87% and +11.81% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

METV has been the more volatile fund, with annualized monthly volatility of 27.0% compared with 15.7% 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 -59.6% for METV and -25.4% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

METV charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, METV currently yields 0.18% against 1.07% for VTI.

Holdings Overlap

METV already in VTI52.5%

At least 52.5% of METV's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

20 positions in common, counted across the 39 positions we hold weights for in METV and 2,787 in VTI, against full books of 43 and 3,543.

Top Shared Holdings

StockWeight in METVWeight in VTIDifference
AAPLApple, Inc6.90%5.84%1.06%
NVDANvidia Corp.4.72%6.32%1.60%
MSFTMicrosoft Corp 4.100 Feb 06 374.67%3.81%0.86%
GOOGLAlphabet Inc.Class A3.89%2.88%1.01%
RBLXRoblox Corp., Class A6.17%0.05%6.12%
AMZNAmazon.Com Inc2.76%3.17%0.41%
METAMeta Platform Inc 3.76%1.70%2.06%
TTWOTake-Two Interactive Software, Inc.3.09%0.06%3.03%
AMDAdvanced Micro Devices Inc1.54%1.30%0.24%
DISWalt Disney Co2.45%0.23%2.22%

52.5% of METV is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

METVVTI

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Frequently Asked Questions

Which is cheaper, METV or VTI?

METV has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, METV or VTI?

Over the past year METV returned +5.72% vs +20.00% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, METV or VTI?

METV has been the more volatile fund at 27.0% annualized versus 15.7% for VTI. Worst drawdown: METV -59.6% vs VTI -25.4%.

Should I hold both METV and VTI?

METV and VTI have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between METV and VTI?

At least 52.5% of METV's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 39 positions we hold weights for in METV and 2,787 in VTI.

Which pays a higher dividend, METV or VTI?

METV yields 0.18% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than METV?

VTI has a lower expense ratio. METV led over 3Y, VTI over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.