NANC vs VTI

NANC vs VTI
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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

MetricNANCVTIWinner
Expense Ratio0.72%0.03%
AUM$293M$666.9B
Dividend Yield0.19%1.07%
Holdings1063,543
YTD Return+12.65%+13.14%
1Y Return+19.91%+22.35%
3Y Return (annualized)+23.57%+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)14.7%15.3%
Max Drawdown-20.9%-56.6%
Fund FamilySubversive CapitalVanguard (US)
CategoryEquityEquity
InceptionFeb 7, 2023May 24, 2001

NANC vs VTI Performance

Subversive Congressional Democrats Trading ETF (NANC) is a ETF from Subversive Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NANC returned +19.91% while VTI returned +22.35%. Year to date, NANC is up 12.65% versus a gain of 13.14% for VTI.

Over three years, NANC compounded at +23.57% per year against +21.83% for VTI. Across the full 4-year window we track, NANC has the edge at +21.96% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.7% for NANC. 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 -20.9% for NANC 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

NANC charges 0.72% per year while VTI charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, NANC currently yields 0.19% against 1.07% for VTI.

Holdings Overlap

44.4%overlap

NANC and VTI share 97 holdings out of 2795 unique holdings combined, representing a 44.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NANCWeight in VTIDifference
NVDA8.05%6.32%1.73%
AAPL4.81%5.84%1.03%
MSFT5.41%3.81%1.60%
GOOGProProPro
AMZNProProPro
AMATProProPro
MUProProPro
LLYProProPro
METAProProPro
PMProProPro
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Frequently Asked Questions

Which is cheaper, NANC or VTI?

NANC has an expense ratio of 0.72% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, NANC or VTI?

Over the past year NANC returned +19.91% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), NANC annualized +21.96% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, NANC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.7% for NANC. Worst drawdown: NANC -20.9% vs VTI -56.6%.

Should I hold both NANC and VTI?

NANC and VTI have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between NANC and VTI?

NANC and VTI share 97 common holdings with a 44.4% weight overlap. Combined, they hold 2795 unique securities.

Which pays a higher dividend, NANC or VTI?

NANC yields 0.19% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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