NOEQ vs VTI

NOEQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricNOEQVTIWinner
Expense Ratio0.12%0.03%
AUM$906M$666.9B
Dividend Yield0.17%1.07%
Holdings4063,543
YTD Return+17.77%+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-3.7%-56.6%
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 20, 2026May 24, 2001

NOEQ vs VTI Performance

Northern Trust US Equity ETF (NOEQ) is a ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, NOEQ is up 17.77% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.7% for NOEQ and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NOEQ charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, NOEQ currently yields 0.17% against 1.07% for VTI.

Holdings Overlap

28.2%overlap

NOEQ and VTI share 342 holdings out of 2851 unique holdings combined, representing a 28.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NOEQWeight in VTIDifference
GOOG7.09%2.27%4.82%
NVDA2.57%6.32%3.75%
AMZN4.87%3.17%1.70%
AAPLProProPro
LLYProProPro
JNJProProPro
MRKProProPro
XOMProProPro
MSFTProProPro
BAProProPro
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Frequently Asked Questions

Which is cheaper, NOEQ or VTI?

NOEQ has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

What is the holdings overlap between NOEQ and VTI?

NOEQ and VTI share 342 common holdings with a 28.2% weight overlap. Combined, they hold 2851 unique securities.

Which pays a higher dividend, NOEQ or VTI?

NOEQ yields 0.17% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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