MOTG vs VTI

MOTG vs VTI

Which is better, MOTG or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. MOTG is less concentrated, with 21.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: MOTG

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

MetricMOTGVTI
Expense Ratio0.52%0.03%Best
AUM$18M$666.9B
Dividend Yield2.28%1.03%
Holdings733,543
YTD Return-0.21%+12.28%Best
1Y Return-13.77%+16.78%Best
3Y Return (annualized)+8.26%+20.89%Best
5Y Return (annualized)+3.23%+11.94%Best
Volatility (annualized)16.8%Best17.2%
Max Drawdown-31.8%Best-35.0%
$10,000 over 5 years$11,723$17,576Best
Top 10 Weight21.6%Best33.3%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 30, 2018May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2018 to Sep 17, 2026 (7.9 years).

MOTG 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 7.9 years both funds cover.

MOTG vs VTI Performance

VanEck Morningstar Global Wide Moat ETF (MOTG) is an ETF from VanEck and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MOTG returned -13.77% while VTI returned +16.78%. Year to date, MOTG is down 0.21% versus a gain of 12.28% for VTI.

Over three years, MOTG compounded at +8.26% per year against +20.89% for VTI; over five years the annualized figures are +3.23% and +11.94% respectively. Across the full 8-year window we track, VTI has the edge at +14.59% annualized vs +8.68%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 16.8% for MOTG. 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 -31.8% for MOTG 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MOTG charges 0.52% per year while VTI charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, MOTG currently yields 2.28% against 1.03% for VTI.

Holdings Overlap

MOTG already in VTI38.3%
VTI already in MOTG17.4%

38.3% of MOTG's money is in holdings VTI also owns. 17.4% of VTI's money is in holdings MOTG also owns.

The two portfolios partly overlap.

26 positions in common, counted across the 72 positions we hold weights for in MOTG and 3,463 in VTI, against full books of 73 and 3,543.

What only one of them owns

Our book lists 1,124 positions for VTI that do not appear in our book for MOTG (80.0% of the fund), and 1 for MOTG that do not appear in VTI (1.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in MOTGWeight in VTIDifference
NVDANvidia Corp2.09%6.40%4.31%
MSFTMicrosoft Corp2.32%4.79%2.47%
AVGOBroadcom Inc1.87%2.56%0.69%
METAMeta Platforms Inc1.79%1.70%0.09%
SCHWSchwab Strategic T2.26%0.24%2.02%
BMYBristol-Myers Squibb Co.2.22%0.18%2.04%
USBUS Bancorp2.17%0.14%2.03%
DHRDanaher Corporation2.06%0.17%1.89%
ELEstee Lauder Cos., Inc.2.13%0.03%2.10%
ZBHZimmer Biomet Holdings2.09%0.03%2.06%

38.3% of MOTG 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.

MOTGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MOTG or VTI?

MOTG has an expense ratio of 0.52% while VTI charges 0.03%. VTI is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, MOTG or VTI?

Over the past year MOTG returned -13.77% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), MOTG annualized +8.68% vs +14.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MOTG or VTI?

VTI has been the more volatile fund at 17.2% annualized versus 16.8% for MOTG. Worst drawdown: MOTG -31.8% vs VTI -35.0%.

Should I hold both MOTG and VTI?

MOTG and VTI have a monthly-return correlation of 0.86, 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 MOTG and VTI?

38.3% of MOTG's money is in holdings VTI also owns. 17.4% of VTI's is in holdings MOTG also owns. They hold 26 positions in common, counted across the 72 positions we hold weights for in MOTG and 3,463 in VTI.

Which pays a higher dividend, MOTG or VTI?

MOTG yields 2.28% while VTI yields 1.03%, so MOTG currently pays the higher dividend yield.

Is VTI better than MOTG?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. MOTG is less concentrated, with 21.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.