OILK vs VTI

OILK vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: OILKMore Diversified: VTI

Side-by-Side Comparison

MetricOILKVTIWinner
Expense Ratio0.69%0.03%
AUM$229M$666.9B
Dividend Yield8.58%1.07%
Holdings53,543
YTD Return+50.27%+13.14%
1Y Return+39.33%+22.35%
3Y Return (annualized)+11.15%+21.83%
5Y Return (annualized)+16.34%+12.01%
Volatility (annualized)82.8%15.3%
Max Drawdown-75.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryCommodityEquity
InceptionSep 26, 2016May 24, 2001

OILK vs VTI Performance

ProShares K-1 Free Crude Oil ETF (OILK) is a ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year OILK returned +39.33% while VTI returned +22.35%. Year to date, OILK is up 50.27% versus a gain of 13.14% for VTI.

Over three years, OILK compounded at +11.15% per year against +21.83% for VTI; over five years the annualized figures are +16.34% and +12.01% respectively. Across the full 10-year window we track, OILK has the edge at +20.38% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OILK has been the more volatile fund, with annualized monthly volatility of 82.8% 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 -75.0% for OILK 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OILK charges 0.69% per year while VTI charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, OILK currently yields 8.58% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

OILK 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, OILK or VTI?

OILK has an expense ratio of 0.69% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, OILK or VTI?

Over the past year OILK returned +39.33% vs +22.35% for VTI, so OILK leads on 1-year performance. Over the longest common window we track (10 years), OILK annualized +20.38% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, OILK or VTI?

OILK has been the more volatile fund at 82.8% annualized versus 15.3% for VTI. Worst drawdown: OILK -75.0% vs VTI -56.6%.

Should I hold both OILK and VTI?

OILK and VTI have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OILK and VTI?

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

Which pays a higher dividend, OILK or VTI?

OILK yields 8.58% while VTI yields 1.07%, so OILK currently pays the higher dividend yield.

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