NDOW vs VTI

NDOW 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

MetricNDOWVTIWinner
Expense Ratio2.11%0.03%
AUM$71M$666.9B
Dividend Yield1.19%1.07%
Holdings943,543
YTD Return+5.33%+12.65%
1Y Return+12.30%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)7.7%15.3%
Max Drawdown-8.8%-56.6%
Fund FamilyAnydrus CapitalVanguard (US)
CategoryAllocation/BalancedEquity
InceptionMay 14, 2024May 24, 2001

NDOW vs VTI Performance

Anydrus Advantage ETF (NDOW) is a ETF from Anydrus Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NDOW returned +12.30% while VTI returned +21.39%. Year to date, NDOW is up 5.33% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.7% for NDOW. 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 -8.8% for NDOW 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NDOW charges 2.11% per year while VTI charges 0.03%. On a $10,000 position that is $211 vs $3 annually, a gap of $208 per year that compounds over a long holding period. On income, NDOW currently yields 1.19% against 1.07% for VTI.

Holdings Overlap

11.9%overlap

NDOW and VTI share 44 holdings out of 2829 unique holdings combined, representing a 11.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NDOWWeight in VTIDifference
NVDA1.59%6.32%4.73%
MSFT0.94%3.81%2.87%
AMZN0.94%3.17%2.23%
GOOGProProPro
AMATProProPro
JPMProProPro
ABBVProProPro
JNJProProPro
VProProPro
PGProProPro
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Frequently Asked Questions

Which is cheaper, NDOW or VTI?

NDOW has an expense ratio of 2.11% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $208 per year of difference.

Which performed better, NDOW or VTI?

Over the past year NDOW returned +12.30% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), NDOW annualized +8.15% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, NDOW or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 7.7% for NDOW. Worst drawdown: NDOW -8.8% vs VTI -56.6%.

Should I hold both NDOW and VTI?

NDOW and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NDOW and VTI?

NDOW and VTI share 44 common holdings with a 11.9% weight overlap. Combined, they hold 2829 unique securities.

Which pays a higher dividend, NDOW or VTI?

NDOW yields 1.19% while VTI yields 1.07%, so NDOW currently pays the higher dividend yield.

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