NRES vs VTI

NRES vs VTI

Which is better, NRES or VTI?

Each has led over a different period.

VTI has a lower expense ratio. NRES led over 1Y, VTI over the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.4%.

Lower Fees: VTIHigher Returns: splitLess 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

MetricNRESVTI
Expense Ratio0.45%0.03%Best
AUM$38M$666.9B
Dividend Yield2.30%1.03%
Holdings613,543
YTD Return+18.63%Best+11.06%
1Y Return+30.90%Best+15.41%
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+11.52%
Volatility (annualized)16.6%12.3%Best
Max Drawdown-21.5%-19.3%Best
$10,000 over 2.6 years$15,179$15,327Best
Top 10 Weight37.4%33.3%Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 27, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 27, 2024 to Sep 16, 2026 (2.6 years).

NRES 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 2.6 years both funds cover.

NRES vs VTI Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is an ETF from Xtrackers ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year NRES returned +30.90% while VTI returned +15.41%. Year to date, NRES is up 18.63% versus a gain of 11.06% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 12.3% 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 -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 0.17. They move largely independently of each other.

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 2.30% against 1.03% for VTI.

Holdings Overlap

NRES already in VTI44.8%
VTI already in NRES2.8%

44.8% of NRES's money is in holdings VTI also owns. 2.8% of VTI's money is in holdings NRES also owns.

The two portfolios partly overlap.

29 positions in common, counted across the 57 positions we hold weights for in NRES and 3,463 in VTI, against full books of 61 and 3,543.

What only one of them owns

Our book lists 1,124 positions for VTI that do not appear in our book for NRES (94.7% of the fund), and 2 for NRES that do not appear in VTI (6.7%).

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 NRESWeight in VTIDifference
XOMExxon Mobil Corp.3.80%0.89%2.91%
NEMNewmont Corp Common4.24%0.14%4.10%
CVXChevron Corp3.13%0.52%2.61%
CTVACorteva Inc Ctva3.03%0.07%2.96%
SWR:IESmurfit Westrock Plc2.74%0.03%2.71%
STLDSteel Dynamics, Inc.2.61%0.05%2.56%
PKGPackaging Corp. Of America1.97%0.03%1.94%
ADMArcher-Daniels-Midland Co.1.92%0.05%1.87%
ATRAptargroup Inc1.78%0.01%1.77%
BALLBall Corp1.74%0.02%1.72%

44.8% of NRES 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.

NRESVTI

Free for up to 10 holdings. No account needed.

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, by $42 a year on a $10,000 investment.

Which performed better, NRES or VTI?

Over the past year NRES returned +30.90% vs +15.41% for VTI, so NRES leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NRES or VTI?

NRES has been the more volatile fund at 16.6% annualized versus 12.3% for VTI. Worst drawdown: NRES -21.5% vs VTI -19.3%.

Should I hold both NRES and VTI?

NRES and VTI have a monthly-return correlation of 0.17, 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 NRES and VTI?

44.8% of NRES's money is in holdings VTI also owns. 2.8% of VTI's is in holdings NRES also owns. They hold 29 positions in common, counted across the 57 positions we hold weights for in NRES and 3,463 in VTI.

Which pays a higher dividend, NRES or VTI?

NRES yields 2.30% while VTI yields 1.03%, so NRES currently pays the higher dividend yield.

Is VTI better than NRES?

VTI has a lower expense ratio. NRES led over 1Y, VTI over the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.