NRES vs VTI

NRES vs VTI
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Quick Verdict

VTI has a lower expense ratio. NRES delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: NRESMore Diversified: VTI

Side-by-Side Comparison

MetricNRESVTIWinner
Expense Ratio0.45%0.03%
AUM$36M$666.9B
Dividend Yield2.48%1.07%
Holdings583,543
YTD Return+21.11%+12.65%
1Y Return+41.84%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)16.6%15.3%
Max Drawdown-21.5%-56.6%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 27, 2024May 24, 2001

NRES vs VTI Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is a ETF from Xtrackers ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NRES returned +41.84% while VTI returned +21.39%. Year to date, NRES is up 21.11% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.3% 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 -21.5% for NRES 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NRES charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, NRES currently yields 2.48% against 1.07% for VTI.

Holdings Overlap

2.4%overlap

NRES and VTI share 27 holdings out of 2816 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NRESWeight in VTIDifference
XOM3.92%0.78%3.14%
NEM4.18%0.14%4.04%
CVX3.10%0.43%2.67%
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Frequently Asked Questions

Which is cheaper, NRES or VTI?

NRES has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, NRES or VTI?

Over the past year NRES returned +41.84% vs +21.39% for VTI, so NRES leads on 1-year performance. Over the longest common window we track (3 years), NRES annualized +18.97% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, NRES or VTI?

NRES has been the more volatile fund at 16.6% annualized versus 15.3% for VTI. Worst drawdown: NRES -21.5% vs VTI -56.6%.

Should I hold both NRES and VTI?

NRES and VTI have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NRES and VTI?

NRES and VTI share 27 common holdings with a 2.4% weight overlap. Combined, they hold 2816 unique securities.

Which pays a higher dividend, NRES or VTI?

NRES yields 2.48% while VTI yields 1.07%, so NRES currently pays the higher dividend yield.

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