QHDG vs VTI

QHDG vs VTI

Which is better, QHDG or VTI?

Market Neutral Strategy against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricQHDGVTI
Expense Ratio0.79%0.03%Best
AUM$2M$666.9B
Dividend Yield0.00%1.03%
Holdings1063,543
Volatility (annualized)8.8%Best13.1%
Max Drawdown-15.3%Best-19.3%
$10,000 over 1.9 years$12,106$13,917Best
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
StyleMarket Neutral StrategyLarge Cap Blend
InceptionAug 19, 2024May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 63 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. QHDG has data through Jul 10, 2026 and VTI through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Aug 20, 2024 to Jul 10, 2026 (1.9 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 8.8% for QHDG. 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 -15.3% for QHDG 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QHDG charges 0.79% per year while VTI charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, QHDG currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

QHDG already in VTI93.5%

At least 93.5% of QHDG's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

The two holdings books were reported 91 days apart, QHDG as of Mar 31, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

89 positions in common, counted across the 101 positions we hold weights for in QHDG and 2,787 in VTI, against full books of 106 and 3,543.

Top Shared Holdings

StockWeight in QHDGWeight in VTIDifference
NVDANvidia Corp.8.56%6.32%2.24%
AAPLApple, Inc7.53%5.84%1.69%
MSFTMicrosoft Corp 4.100 Feb 06 375.50%3.81%1.69%
AMZNAmazon.Com Inc4.53%3.17%1.36%
GOOGLAlphabet A Usd 0.0013.48%2.88%0.60%
GOOGAlphabet Inc3.22%2.27%0.95%
TSLATesla Inc3.81%1.63%2.18%
AVGOBroadcom Inc2.98%2.46%0.52%
MUMicron Technology, Inc.2.30%1.79%0.51%
WMTWalmart, Inc.3.38%0.68%2.70%

93.5% of QHDG 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.

QHDGVTI

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Frequently Asked Questions

Which is cheaper, QHDG or VTI?

QHDG has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option, by $76 a year on a $10,000 investment.

Which is riskier, QHDG or VTI?

VTI has been the more volatile fund at 13.1% annualized versus 8.8% for QHDG. Worst drawdown: QHDG -15.3% vs VTI -19.3%.

Should I hold both QHDG and VTI?

QHDG and VTI have a monthly-return correlation of 0.88, 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 QHDG and VTI?

At least 93.5% of QHDG's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 89 positions in common, counted across the 101 positions we hold weights for in QHDG and 2,787 in VTI.

Which pays a higher dividend, QHDG or VTI?

QHDG yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than QHDG?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.