RUNN vs VTI

RUNN vs VTI

Which is better, RUNN or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. RUNN is less concentrated, with 21.9% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: RUNN

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

MetricRUNNVTI
Expense Ratio0.58%0.03%Best
AUM$411M$666.9B
Dividend Yield0.54%1.03%
Holdings593,543
YTD Return-0.65%+14.00%Best
1Y Return-2.58%+16.88%Best
3Y Return (annualized)+9.54%+22.75%Best
5Y Return (annualized)-+12.68%
Volatility (annualized)12.5%Best13.0%
Max Drawdown-16.8%Best-19.3%
$10,000 over 3.3 years$13,378$18,661Best
Top 10 Weight21.9%Best33.3%
Fund FamilyRunning Oak CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 7, 2023May 24, 2001

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 8, 2023 to Sep 21, 2026 (3.3 years).

RUNN 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 3.3 years both funds cover.

RUNN vs VTI Performance

Running Oak Efficient Growth ETF (RUNN) is an ETF from Running Oak Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RUNN returned -2.58% while VTI returned +16.88%. Year to date, RUNN is down 0.65% versus a gain of 14.00% for VTI.

Over three years, RUNN compounded at +9.54% per year against +22.75% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 12.5% for RUNN. 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 -16.8% for RUNN 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RUNN charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, RUNN currently yields 0.54% against 1.03% for VTI.

Holdings Overlap

RUNN already in VTI94.4%
VTI already in RUNN6.6%

94.4% of RUNN's money is in holdings VTI also owns. 6.6% of VTI's money is in holdings RUNN also owns.

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

56 positions in common, counted across the 59 positions we hold weights for in RUNN and 3,463 in VTI, against full books of 59 and 3,543.

What only one of them owns

Our book lists 1,097 positions for VTI that do not appear in our book for RUNN (90.9% of the fund), and 3 for RUNN that do not appear in VTI (5.6%).

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 RUNNWeight in VTIDifference
GOOGAlphabet Inc1.41%2.31%0.90%
VVisa Inc Class A1.91%0.83%1.08%
NOWServicenow, Inc2.42%0.16%2.26%
ZBRAZebra Technologies Corp2.52%0.02%2.50%
IQVI Q V I A Holdings Inc.2.36%0.05%2.31%
ADPAutomatic Data Processing, Inc.2.12%0.15%1.97%
AJGArthur J Gallagher & Co.2.11%0.09%2.02%
FDSFactset Research Systems Inc.2.17%0.01%2.16%
CACICaci International Inc2.09%0.02%2.07%
BROBrown & Brown Inc2.03%0.03%2.00%

94.4% of RUNN 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.

RUNNVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RUNN or VTI?

RUNN has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, RUNN or VTI?

Over the past year RUNN returned -2.58% vs +16.88% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RUNN or VTI?

VTI has been the more volatile fund at 13.0% annualized versus 12.5% for RUNN. Worst drawdown: RUNN -16.8% vs VTI -19.3%.

Should I hold both RUNN and VTI?

RUNN and VTI have a monthly-return correlation of 0.74, 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 RUNN and VTI?

94.4% of RUNN's money is in holdings VTI also owns. 6.6% of VTI's is in holdings RUNN also owns. They hold 56 positions in common, counted across the 59 positions we hold weights for in RUNN and 3,463 in VTI.

Which pays a higher dividend, RUNN or VTI?

RUNN yields 0.54% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than RUNN?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. RUNN is less concentrated, with 21.9% 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.