RODM vs VTI

RODM vs VTI

Which is better, RODM or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. RODM led over 1Y, VTI over 3Y, 5Y and the full window. RODM is less concentrated, with 11.1% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: RODM

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

MetricRODMVTI
Expense Ratio0.29%0.03%Best
AUM$1.6B$666.9B
Dividend Yield2.76%1.03%
Holdings3543,543
YTD Return+13.97%Best+11.06%
1Y Return+20.12%Best+15.41%
3Y Return (annualized)+20.11%+20.48%Best
5Y Return (annualized)+9.57%+11.52%Best
Volatility (annualized)13.7%Best15.4%
Max Drawdown-38.3%-35.0%Best
$10,000 over 5 years$15,793$17,249Best
Top 10 Weight11.1%Best33.3%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionFeb 25, 2015May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2015 to Sep 16, 2026 (11.6 years).

RODM 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 11.6 years both funds cover.

RODM vs VTI Performance

Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is an ETF from Hartford Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RODM returned +20.12% while VTI returned +15.41%. Year to date, RODM is up 13.97% versus a gain of 11.06% for VTI.

Over three years, RODM compounded at +20.11% per year against +20.48% for VTI; over five years the annualized figures are +9.57% and +11.52% respectively. Across the full 12-year window we track, VTI has the edge at +11.89% annualized vs +6.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.7% for RODM. 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 -38.3% for RODM 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RODM charges 0.29% per year while VTI charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, RODM currently yields 2.76% against 1.03% for VTI.

Holdings Overlap

RODM already in VTI0.1%

0.1% of RODM's money is in holdings VTI also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 334 positions we hold weights for in RODM and 3,463 in VTI, against full books of 354 and 3,543.

What only one of them owns

Our book lists 1,150 positions for VTI that do not appear in our book for RODM (97.5% of the fund), and 5 for RODM that do not appear in VTI (1.7%).

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 RODMWeight in VTIDifference
SGP:AUStockland Corp. Ltd.0.07%0.00%0.07%

You are not choosing between two funds in isolation.

Whichever of RODM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RODMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RODM or VTI?

RODM has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, RODM or VTI?

Over the past year RODM returned +20.12% vs +15.41% for VTI, so RODM leads on 1-year performance. Over the longest common window we track (12 years), RODM annualized +6.38% vs +11.89% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RODM or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 13.7% for RODM. Worst drawdown: RODM -38.3% vs VTI -35.0%.

Should I hold both RODM and VTI?

RODM and VTI have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, RODM or VTI?

RODM yields 2.76% while VTI yields 1.03%, so RODM currently pays the higher dividend yield.

Is VTI better than RODM?

VTI has a lower expense ratio. RODM led over 1Y, VTI over 3Y, 5Y and the full window. RODM is less concentrated, with 11.1% 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.