MGNR vs VTI

MGNR vs VTI
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Quick Verdict

VTI has a lower expense ratio. MGNR delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: MGNRMore Diversified: VTI

Side-by-Side Comparison

MetricMGNRVTIWinner
Expense Ratio0.75%0.03%
AUM$198M$666.9B
Dividend Yield0.84%1.07%
Holdings453,543
YTD Return+24.98%+13.14%
1Y Return+61.38%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)22.4%15.3%
Max Drawdown-22.1%-56.6%
Fund FamilyAmerican Beacon FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 5, 2024May 24, 2001

MGNR vs VTI Performance

American Beacon GLG Natural Resources ETF (MGNR) is a ETF from American Beacon Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year MGNR returned +61.38% while VTI returned +22.35%. Year to date, MGNR is up 24.98% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

MGNR has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -22.1% for MGNR 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MGNR charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, MGNR currently yields 0.84% against 1.07% for VTI.

Holdings Overlap

0.6%overlap

MGNR and VTI share 16 holdings out of 2813 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MGNRWeight in VTIDifference
SWR:IE4.52%0.03%4.49%
VG3.88%0.00%3.88%
BG3.34%0.02%3.32%
EQTProProPro
NXTProProPro
AAProProPro
FANGProProPro
PRProProPro
FCXProProPro
IPProProPro
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Frequently Asked Questions

Which is cheaper, MGNR or VTI?

MGNR has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, MGNR or VTI?

Over the past year MGNR returned +61.38% vs +22.35% for VTI, so MGNR leads on 1-year performance. Over the longest common window we track (3 years), MGNR annualized +39.87% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, MGNR or VTI?

MGNR has been the more volatile fund at 22.4% annualized versus 15.3% for VTI. Worst drawdown: MGNR -22.1% vs VTI -56.6%.

Should I hold both MGNR and VTI?

MGNR and VTI have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MGNR and VTI?

MGNR and VTI share 16 common holdings with a 0.6% weight overlap. Combined, they hold 2813 unique securities.

Which pays a higher dividend, MGNR or VTI?

MGNR yields 0.84% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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