RXL vs VTI

Quick Verdict

VTI has a lower expense ratio. RXL delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: RXLMore Diversified: VTI

Side-by-Side Comparison

MetricRXLVTIWinner
Expense Ratio0.95%0.03%
AUM$85M$663.5B
Dividend Yield1.34%1.07%
Holdings673,543
YTD Return+13.70%+14.96%
1Y Return+52.68%+22.39%
3Y Return (annualized)+9.67%+21.51%
5Y Return (annualized)+3.37%+12.36%
Volatility (annualized)29.4%15.4%
Max Drawdown-69.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007May 24, 2001

RXL vs VTI Performance

ProShares Ultra Health Care (RXL) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RXL returned +52.68% while VTI returned +22.39%. Year to date, RXL is up 13.70% versus a gain of 14.96% for VTI.

Over three years, RXL compounded at +9.67% per year against +21.51% for VTI; over five years the annualized figures are +3.37% and +12.36% respectively. Across the full 20-year window we track, RXL has the edge at +14.38% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RXL has been the more volatile fund, with annualized monthly volatility of 29.4% compared with 15.4% 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 -69.0% for RXL 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RXL charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, RXL currently yields 1.34% against 1.07% for VTI.

Holdings Overlap

7.8%overlap

RXL and VTI share 55 holdings out of 2788 unique holdings combined, representing a 7.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RXLWeight in VTIDifference
LLY11.63%1.40%10.23%
JNJ7.65%0.84%6.81%
ABBV5.51%0.61%4.90%
UNHProProPro
MRKProProPro
AMGNProProPro
TMOProProPro
ABTProProPro
GILDProProPro
ISRGProProPro
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Frequently Asked Questions

Which is cheaper, RXL or VTI?

RXL has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, RXL or VTI?

Over the past year RXL returned +52.68% vs +22.39% for VTI, so RXL leads on 1-year performance. Over the longest common window we track (20 years), RXL annualized +14.38% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, RXL or VTI?

RXL has been the more volatile fund at 29.4% annualized versus 15.4% for VTI. Worst drawdown: RXL -69.0% vs VTI -56.6%.

Should I hold both RXL and VTI?

RXL and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RXL and VTI?

RXL and VTI share 55 common holdings with a 7.8% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, RXL or VTI?

RXL yields 1.34% while VTI yields 1.07%, so RXL currently pays the higher dividend yield.

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