MUSQ vs VTI

MUSQ vs VTI

Which is better, MUSQ or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 64.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricMUSQVTI
Expense Ratio0.76%0.03%Best
AUM$21M$666.9B
Dividend Yield0.69%1.03%
Holdings273,543
YTD Return-10.52%+12.28%Best
1Y Return-16.19%+16.78%Best
3Y Return (annualized)+2.01%+20.89%Best
5Y Return (annualized)-+11.94%
Volatility (annualized)15.2%13.2%Best
Max Drawdown-23.1%-19.3%Best
$10,000 over 3.2 years$10,271$17,912Best
Top 10 Weight64.3%33.3%Best
Fund FamilyExchange Traded Concepts TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2023May 24, 2001

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 7, 2023 to Sep 17, 2026 (3.2 years).

MUSQ 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 3.2 years both funds cover.

MUSQ vs VTI Performance

MUSQ Global Music Industry Index ETF (MUSQ) is an ETF from Exchange Traded Concepts Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MUSQ returned -16.19% while VTI returned +16.78%. Year to date, MUSQ is down 10.52% versus a gain of 12.28% for VTI.

Over three years, MUSQ compounded at +2.01% per year against +20.89% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MUSQ has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 13.2% 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 -23.1% for MUSQ and -19.3% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MUSQ charges 0.76% per year while VTI charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, MUSQ currently yields 0.69% against 1.03% for VTI.

Holdings Overlap

MUSQ already in VTI42.4%
VTI already in MUSQ12.9%

42.4% of MUSQ's money is in holdings VTI also owns. 12.9% of VTI's money is in holdings MUSQ also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 26 positions we hold weights for in MUSQ and 3,463 in VTI, against full books of 27 and 3,543.

What only one of them owns

Our book lists 1,145 positions for VTI that do not appear in our book for MUSQ (84.6% of the fund), and 3 for MUSQ that do not appear in VTI (13.1%).

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 MUSQWeight in VTIDifference
AAPLApple, Inc4.97%6.29%1.32%
LYVLive Nation Entertainment Inc9.01%0.04%8.97%
AMZNAmazon.Com Inc5.11%3.65%1.46%
GOOGLAlphabet Inc,class A4.77%2.90%1.87%
WMGWarner Music Group Corp6.18%0.00%6.18%
MSGSThe Madison Square Garden Co. Class A5.02%0.00%5.02%
SONOSonos, Inc.4.99%0.00%4.99%
DLBDOLBY LABORATORIES INC-CL A1.01%0.00%1.01%
SPHRThe Madison Square Garden Company - Class A0.81%0.01%0.80%
STUBStubhub Holdings Inc Class A0.56%0.00%0.56%

42.4% of MUSQ 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.

MUSQVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MUSQ or VTI?

MUSQ has an expense ratio of 0.76% while VTI charges 0.03%. VTI is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, MUSQ or VTI?

Over the past year MUSQ returned -16.19% vs +16.78% 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, MUSQ or VTI?

MUSQ has been the more volatile fund at 15.2% annualized versus 13.2% for VTI. Worst drawdown: MUSQ -23.1% vs VTI -19.3%.

Should I hold both MUSQ and VTI?

MUSQ and VTI have a monthly-return correlation of 0.74, 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 MUSQ and VTI?

42.4% of MUSQ's money is in holdings VTI also owns. 12.9% of VTI's is in holdings MUSQ also owns. They hold 10 positions in common, counted across the 26 positions we hold weights for in MUSQ and 3,463 in VTI.

Which pays a higher dividend, MUSQ or VTI?

MUSQ yields 0.69% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than MUSQ?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 64.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.