MSOX vs VTI
AdvisorShares MSOS Daily Leveraged ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, MSOX or VTI?
Trading-Leveraged Equity against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
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
| Metric | MSOX | VTI |
|---|---|---|
| Expense Ratio | 0.97% | 0.03%Best |
| AUM | $65M | $666.9B |
| Dividend Yield | 0.00% | 1.03% |
| Holdings | 9 | 3,543 |
| YTD Return | -39.00% | +12.57%Best |
| 1Y Return | -59.30% | +17.22%Best |
| 3Y Return (annualized) | -72.24% | +20.87%Best |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 162.5% | 14.5%Best |
| Max Drawdown | - | -19.3% |
| $10,000 over 4 years | $52 | $19,009Best |
| Fund Family | AdvisorShares Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Aug 23, 2022 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Aug 24, 2022 to Sep 11, 2026 (4 years).
MSOX 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 4 years both funds cover.
MSOX vs VTI Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MSOX returned -59.30% while VTI returned +17.22%. Year to date, MSOX is down 39.00% versus a gain of 12.57% for VTI.
Over three years, MSOX compounded at -72.24% per year against +20.87% for VTI. Across the full 4-year window we track, VTI has the edge at +17.42% annualized vs -73.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 162.5% compared with 14.5% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.23. They move largely independently of each other.
Fees and Cost Over Time
MSOX charges 0.97% per year while VTI charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 2 holdings in MSOX and 2,787 in VTI, totalling 66.7% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in MSOX and 2,787 in VTI, against full books of 9 and 3,543.
You are not choosing between two funds in isolation.
Whichever of MSOX and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MSOX or VTI?
MSOX has an expense ratio of 0.97% while VTI charges 0.03%. VTI is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, MSOX or VTI?
Over the past year MSOX returned -59.30% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -73.15% vs +17.42% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MSOX or VTI?
MSOX has been the more volatile fund at 162.5% annualized versus 14.5% for VTI.
Should I hold both MSOX and VTI?
MSOX and VTI have a monthly-return correlation of 0.23, 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, MSOX or VTI?
MSOX yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than MSOX?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.