NVOX vs VTI

NVOX 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

MetricNVOXVTIWinner
Expense Ratio1.30%0.03%
AUM$33M$666.9B
Dividend Yield0.00%1.07%
Holdings103,543
YTD Return-37.17%+12.65%
1Y Return-48.14%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)94.2%15.3%
Max Drawdown-94.5%-56.6%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionDec 2, 2024May 24, 2001

NVOX vs VTI Performance

Defiance Daily Target 2X Long NVO ETF (NVOX) is a ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NVOX returned -48.14% while VTI returned +21.39%. Year to date, NVOX is down 37.17% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

NVOX has been the more volatile fund, with annualized monthly volatility of 94.2% 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 -94.5% for NVOX 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVOX charges 1.30% per year while VTI charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, NVOX currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

NVOX and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NVOX or VTI?

NVOX has an expense ratio of 1.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, NVOX or VTI?

Over the past year NVOX returned -48.14% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), NVOX annualized -75.52% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, NVOX or VTI?

NVOX has been the more volatile fund at 94.2% annualized versus 15.3% for VTI. Worst drawdown: NVOX -94.5% vs VTI -56.6%.

Should I hold both NVOX and VTI?

NVOX and VTI have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NVOX and VTI?

NVOX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, NVOX or VTI?

NVOX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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