OIH vs VTI

OIH vs VTI

Which is better, OIH or VTI?

Small Cap Value against Large Cap Blend.

VTI has a lower expense ratio. OIH led over 1Y and 5Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 70.1%.

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

MetricOIHVTI
Expense Ratio0.35%0.03%Best
AUM$2.0B$666.9B
Dividend Yield1.17%1.03%
Holdings263,543
YTD Return+33.18%Best+13.10%
1Y Return+52.13%Best+17.01%
3Y Return (annualized)+5.11%+22.26%Best
5Y Return (annualized)+16.85%Best+11.98%
Volatility (annualized)36.9%15.3%Best
Max Drawdown-94.4%-56.6%Best
$10,000 over 5 years$21,784Best$17,608
Top 10 Weight70.1%33.3%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionDec 20, 2011May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: May 31, 2001 to Sep 24, 2026 (25.3 years).

OIH 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 25.3 years both funds cover.

OIH vs VTI Performance

VanEck Oil Services ETF (OIH) is an ETF from VanEck and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year OIH returned +52.13% while VTI returned +17.01%. Year to date, OIH is up 33.18% versus a gain of 13.10% for VTI.

Over three years, OIH compounded at +5.11% per year against +22.26% for VTI; over five years the annualized figures are +16.85% and +11.98% respectively. Across the full 25-year window we track, VTI has the edge at +8.06% annualized vs -0.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OIH has been the more volatile fund, with annualized monthly volatility of 36.9% 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 -94.4% for OIH and -56.6% 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OIH charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, OIH currently yields 1.17% against 1.03% for VTI.

Holdings Overlap

OIH already in VTI95.2%
VTI already in OIH0.3%

95.2% of OIH's money is in holdings VTI also owns. 0.3% of VTI's money is in holdings OIH also owns.

Most of OIH is already inside VTI. Owning both mostly buys the same companies twice.

24 positions in common, counted across the 25 positions we hold weights for in OIH and 3,463 in VTI, against full books of 26 and 3,543.

What only one of them owns

Our book lists 1,141 positions for VTI that do not appear in our book for OIH (97.2% of the fund), and 0 for OIH that do not appear in VTI (0.0%).

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 OIHWeight in VTIDifference
SLBSchlumberger Nv.20.27%0.10%20.17%
BKRBaker Hughes Co11.87%0.08%11.79%
0RMV:LNTechnipfmc Plc Ordinary Shares7.17%0.04%7.13%
HALHalliburton Co.6.07%0.03%6.04%
RIG:SMTransocean Ltd Common Stock4.39%0.01%4.38%
NENoble Corp Plc Ordinary Shares4.32%0.01%4.31%
WFT:IEWeatherford International Plc4.29%0.01%4.28%
NOVNov Inc Common Stock3.61%0.01%3.60%
OIIOceaneering Intl Inc.3.59%0.01%3.58%
PTENPatterson-Uti Energy Inc3.51%0.01%3.50%

95.2% of OIH 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.

OIHVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OIH or VTI?

OIH has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, OIH or VTI?

Over the past year OIH returned +52.13% vs +17.01% for VTI, so OIH leads on 1-year performance. Over the longest common window we track (25 years), OIH annualized -0.15% vs +8.06% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OIH or VTI?

OIH has been the more volatile fund at 36.9% annualized versus 15.3% for VTI. Worst drawdown: OIH -94.4% vs VTI -56.6%.

Should I hold both OIH and VTI?

OIH and VTI have a monthly-return correlation of 0.61, 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 OIH and VTI?

95.2% of OIH's money is in holdings VTI also owns. 0.3% of VTI's is in holdings OIH also owns. They hold 24 positions in common, counted across the 25 positions we hold weights for in OIH and 3,463 in VTI.

Which pays a higher dividend, OIH or VTI?

OIH yields 1.17% while VTI yields 1.03%, so OIH currently pays the higher dividend yield.

Is VTI better than OIH?

VTI has a lower expense ratio. OIH led over 1Y and 5Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 70.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.