QYLD vs VTI

QYLD vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: QYLDMore Diversified: VTI

Side-by-Side Comparison

MetricQYLDVTIWinner
Expense Ratio0.60%0.03%
AUM$8.3B$666.9B
Dividend Yield11.90%1.07%
Holdings1053,543
YTD Return+11.16%+13.14%
1Y Return+24.30%+22.35%
3Y Return (annualized)+14.90%+21.83%
5Y Return (annualized)+8.00%+12.01%
Volatility (annualized)11.1%15.3%
Max Drawdown-30.7%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionDec 11, 2013May 24, 2001

QYLD vs VTI Performance

Global X NASDAQ 100 Covered Call ETF (QYLD) is a ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year QYLD returned +24.30% while VTI returned +22.35%. Year to date, QYLD is up 11.16% versus a gain of 13.14% for VTI.

Over three years, QYLD compounded at +14.90% per year against +21.83% for VTI; over five years the annualized figures are +8.00% and +12.01% respectively. Across the full 13-year window we track, VTI has the edge at +8.09% annualized vs +2.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.1% for QYLD. 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 -30.7% for QYLD 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QYLD charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, QYLD currently yields 11.90% against 1.07% for VTI.

Holdings Overlap

47.7%overlap

QYLD and VTI share 89 holdings out of 2800 unique holdings combined, representing a 47.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QYLDWeight in VTIDifference
NVDA8.52%6.32%2.20%
AAPL7.54%5.84%1.70%
MSFT6.08%3.81%2.27%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
AMDProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, QYLD or VTI?

QYLD has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, QYLD or VTI?

Over the past year QYLD returned +24.30% vs +22.35% for VTI, so QYLD leads on 1-year performance. Over the longest common window we track (13 years), QYLD annualized +2.89% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, QYLD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 11.1% for QYLD. Worst drawdown: QYLD -30.7% vs VTI -56.6%.

Should I hold both QYLD and VTI?

QYLD and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QYLD and VTI?

QYLD and VTI share 89 common holdings with a 47.7% weight overlap. Combined, they hold 2800 unique securities.

Which pays a higher dividend, QYLD or VTI?

QYLD yields 11.90% while VTI yields 1.07%, so QYLD currently pays the higher dividend yield.

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