RYLD vs VTI

RYLD vs VTI

Which is better, RYLD or VTI?

Small Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. RYLD led over 1Y, VTI over 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricRYLDVTI
Expense Ratio0.60%0.03%Best
AUM$1.4B$666.9B
Dividend Yield11.62%1.03%
Holdings123,543
YTD Return+10.51%+12.30%Best
1Y Return+16.16%Best+16.08%
3Y Return (annualized)+8.65%+21.01%Best
5Y Return (annualized)+2.80%+12.36%Best
Volatility (annualized)14.8%Best17.0%
Max Drawdown-42.5%-35.0%Best
$10,000 over 5 years$11,481$17,908Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionApr 17, 2019May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 22, 2019 to Sep 18, 2026 (7.4 years).

RYLD 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 7.4 years both funds cover.

RYLD vs VTI Performance

Global X Russell 2000 Covered Call ETF (RYLD) is an ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year RYLD returned +16.16% while VTI returned +16.08%. Year to date, RYLD is up 10.51% versus a gain of 12.30% for VTI.

Over three years, RYLD compounded at +8.65% per year against +21.01% for VTI; over five years the annualized figures are +2.80% and +12.36% respectively. Across the full 7-year window we track, VTI has the edge at +14.53% annualized vs +2.76%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.8% for RYLD. 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 -42.5% for RYLD 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RYLD 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, RYLD currently yields 11.62% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 3 holdings in RYLD and 3,463 in VTI, totalling 100.4% and 98.1% of the two funds. That is not enough of RYLD to divide by, so no overlap percentage is shown here. Within what we can see, 2 positions appear in both.

2 positions in common, counted across the 3 positions we hold weights for in RYLD and 3,463 in VTI, against full books of 12 and 3,543.

Top Shared Holdings

StockWeight in RYLDWeight in VTIDifference
INBXContra Inhibrx Inc Common Stock0.00%0.00%0.00%
RNACCartesian Therapeutics Inc0.00%0.00%0.00%

You are not choosing between two funds in isolation.

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

RYLDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RYLD or VTI?

RYLD 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, RYLD or VTI?

Over the past year RYLD returned +16.16% vs +16.08% for VTI, so RYLD leads on 1-year performance. Over the longest common window we track (7 years), RYLD annualized +2.76% vs +14.53% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RYLD or VTI?

VTI has been the more volatile fund at 17.0% annualized versus 14.8% for RYLD. Worst drawdown: RYLD -42.5% vs VTI -35.0%.

Should I hold both RYLD and VTI?

RYLD and VTI have a monthly-return correlation of 0.82, 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, RYLD or VTI?

RYLD yields 11.62% while VTI yields 1.03%, so RYLD currently pays the higher dividend yield.

Is VTI better than RYLD?

VTI has a lower expense ratio. RYLD led over 1Y, VTI over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.