REVS vs VTI
Columbia Research Enhanced Value ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, REVS or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. REVS led over 1Y and 5Y, VTI over 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. REVS is less concentrated, with 33.2% of the fund in its ten largest positions against 33.3%.
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
| Metric | REVS | VTI |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $350M | $666.9B |
| Dividend Yield | 1.78% | 1.03% |
| Holdings | 310 | 3,543 |
| YTD Return | +17.44%Best | +11.06% |
| 1Y Return | +23.45%Best | +15.41% |
| 3Y Return (annualized) | +19.51% | +20.48%Best |
| 5Y Return (annualized) | +12.41%Best | +11.52% |
| Volatility (annualized) | 16.5%Best | 17.1% |
| Max Drawdown | -37.9% | -35.0%Best |
| $10,000 over 5 years | $17,948Best | $17,249 |
| Top 10 Weight | 33.2%Best | 33.3% |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Sep 25, 2019 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Sep 25, 2019 to Sep 16, 2026 (7 years).
REVS 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 7 years both funds cover.
REVS vs VTI Performance
Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year REVS returned +23.45% while VTI returned +15.41%. Year to date, REVS is up 17.44% versus a gain of 11.06% for VTI.
Over three years, REVS compounded at +19.51% per year against +20.48% for VTI; over five years the annualized figures are +12.41% and +11.52% respectively. Across the full 7-year window we track, VTI has the edge at +14.95% annualized vs +13.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 16.5% for REVS. 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 -37.9% for REVS and -35.0% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
REVS charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, REVS currently yields 1.78% against 1.03% for VTI.
Holdings Overlap
98.4% of REVS's money is in holdings VTI also owns. 26.8% of VTI's money is in holdings REVS also owns.
Most of REVS is already inside VTI. Owning both mostly buys the same companies twice.
289 positions in common, counted across the 298 positions we hold weights for in REVS and 3,463 in VTI, against full books of 310 and 3,543.
What only one of them owns
Our book lists 877 positions for VTI that do not appear in our book for REVS (70.8% of the fund), and 2 for REVS 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
| Stock | Weight in REVS | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 8.29% | 6.29% | 2.00% |
| MSFTMicrosoft Corp | 7.23% | 4.79% | 2.44% |
| BACBank of America Corp.: Financials | 3.80% | 0.55% | 3.25% |
| METAMeta Platforms Inc | 1.83% | 1.70% | 0.13% |
| CVXChevron Corp | 2.88% | 0.52% | 2.36% |
| MOAltria Group Inc | 2.23% | 0.16% | 2.07% |
| CCitigroup Inc. | 1.87% | 0.30% | 1.57% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.59% | 0.57% | 1.02% |
| BMYBristol-Myers Squibb Co. | 1.80% | 0.18% | 1.62% |
| SCHWSchwab Strategic T | 1.65% | 0.24% | 1.41% |
98.4% of REVS 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, REVS or VTI?
REVS has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, REVS or VTI?
Over the past year REVS returned +23.45% vs +15.41% for VTI, so REVS leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.30% vs +14.95% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, REVS or VTI?
VTI has been the more volatile fund at 17.1% annualized versus 16.5% for REVS. Worst drawdown: REVS -37.9% vs VTI -35.0%.
Should I hold both REVS and VTI?
REVS and VTI have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between REVS and VTI?
98.4% of REVS's money is in holdings VTI also owns. 26.8% of VTI's is in holdings REVS also owns. They hold 289 positions in common, counted across the 298 positions we hold weights for in REVS and 3,463 in VTI.
Which pays a higher dividend, REVS or VTI?
REVS yields 1.78% while VTI yields 1.03%, so REVS currently pays the higher dividend yield.
Is VTI better than REVS?
VTI has a lower expense ratio. REVS led over 1Y and 5Y, VTI over 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. REVS is less concentrated, with 33.2% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.