METV vs VTI

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

MetricMETVVTIWinner
Expense Ratio0.58%0.03%
AUM$214M$666.9B
Dividend Yield0.18%1.07%
Holdings433,543
YTD Return+0.62%+14.82%
1Y Return+0.91%+22.43%
3Y Return (annualized)+25.57%+21.93%
5Y Return (annualized)+5.94%+12.34%
Volatility (annualized)27.0%15.4%
Max Drawdown-59.6%-56.6%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 30, 2021May 24, 2001

METV vs VTI Performance

Roundhill Ball Metaverse ETF (METV) is a ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year METV returned +0.91% while VTI returned +22.43%. Year to date, METV is up 0.62% versus a gain of 14.82% for VTI.

Over three years, METV compounded at +25.57% per year against +21.93% for VTI; over five years the annualized figures are +5.94% and +12.34% respectively. Across the full 5-year window we track, VTI has the edge at +8.16% annualized vs +5.00%. 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 15.4% 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 -59.6% for METV 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

METV charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, METV currently yields 0.18% against 1.07% for VTI.

Holdings Overlap

23.9%overlap

METV and VTI share 21 holdings out of 2806 unique holdings combined, representing a 23.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in METVWeight in VTIDifference
AAPL7.01%5.84%1.17%
NVDA4.10%6.32%2.22%
RBLX9.72%0.05%9.67%
MSFTProProPro
GOOGLProProPro
AMZNProProPro
METAProProPro
TTWOProProPro
AMDProProPro
QCOMProProPro
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Frequently Asked Questions

Which is cheaper, METV or VTI?

METV has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, METV or VTI?

Over the past year METV returned +0.91% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), METV annualized +5.00% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, METV or VTI?

METV has been the more volatile fund at 27.0% annualized versus 15.4% for VTI. Worst drawdown: METV -59.6% vs VTI -56.6%.

Should I hold both METV and VTI?

METV and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between METV and VTI?

METV and VTI share 21 common holdings with a 23.9% weight overlap. Combined, they hold 2806 unique securities.

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.

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