RND vs VTI

RND vs VTI

Which is better, RND or VTI?

Each has led over a different period.

VTI has a lower expense ratio. RND led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.90. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 62.5%.

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

MetricRNDVTI
Expense Ratio0.60%0.03%Best
AUM$10M$666.9B
Dividend Yield0.00%1.03%
Holdings1003,543
YTD Return+6.56%+11.06%Best
1Y Return+9.87%+15.41%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+11.52%
Volatility (annualized)16.0%12.2%Best
Max Drawdown-23.5%-19.3%Best
$10,000 over 2.4 years$16,577Best$15,462
Top 10 Weight62.5%33.3%Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 30, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 1, 2024 to Sep 16, 2026 (2.4 years).

RND 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 2.4 years both funds cover.

RND vs VTI Performance

First Trust Bloomberg R&D Leaders ETF (RND) is an ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RND returned +9.87% while VTI returned +15.41%. Year to date, RND is up 6.56% versus a gain of 11.06% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RND has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 12.2% 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 -23.5% for RND 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RND 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, RND currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

RND already in VTI97.5%
VTI already in RND40.1%

97.5% of RND's money is in holdings VTI also owns. 40.1% of VTI's money is in holdings RND also owns.

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

48 positions in common, counted across the 49 positions we hold weights for in RND and 3,463 in VTI, against full books of 100 and 3,543.

What only one of them owns

Our book lists 1,102 positions for VTI that do not appear in our book for RND (57.3% of the fund), and 0 for RND 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 RNDWeight in VTIDifference
MSFTMicrosoft Corp10.56%4.79%5.77%
NVDANvidia Corp8.57%6.40%2.17%
AAPLApple, Inc8.50%6.29%2.21%
AMZNAmazon.Com Inc8.46%3.65%4.81%
GOOGLAlphabet Inc,class A7.37%2.90%4.47%
AVGOBroadcom Inc3.81%2.56%1.25%
METAMeta Platforms Inc3.95%1.70%2.25%
LLYEli Lilly & Co.3.74%1.35%2.39%
TSLATesla Inc3.40%1.22%2.18%
AMGNAmgen Inc.4.08%0.29%3.79%

97.5% of RND 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.

RNDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RND or VTI?

RND has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, RND or VTI?

Over the past year RND returned +9.87% vs +15.41% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), RND annualized +23.44% vs +19.91% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RND or VTI?

RND has been the more volatile fund at 16.0% annualized versus 12.2% for VTI. Worst drawdown: RND -23.5% vs VTI -19.3%.

Should I hold both RND and VTI?

RND 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 RND and VTI?

97.5% of RND's money is in holdings VTI also owns. 40.1% of VTI's is in holdings RND also owns. They hold 48 positions in common, counted across the 49 positions we hold weights for in RND and 3,463 in VTI.

Which pays a higher dividend, RND or VTI?

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

Is VTI better than RND?

VTI has a lower expense ratio. RND led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.90. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 62.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.