SBB vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSBBVTIWinner
Expense Ratio0.95%0.03%
AUM$3M$663.5B
Dividend Yield3.80%1.07%
Holdings53,543
YTD Return-16.63%+14.16%
1Y Return-23.55%+23.62%
3Y Return (annualized)-10.68%+21.43%
5Y Return (annualized)-6.26%+12.33%
Volatility (annualized)21.4%15.3%
Max Drawdown-97.4%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 23, 2007May 24, 2001

SBB vs VTI Performance

ProShares Short SmallCap600 (SBB) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SBB returned -23.55% while VTI returned +23.62%. Year to date, SBB is down 16.63% versus a gain of 14.16% for VTI.

Over three years, SBB compounded at -10.68% per year against +21.43% for VTI; over five years the annualized figures are -6.26% and +12.33% respectively. Across the full 20-year window we track, VTI has the edge at +8.14% annualized vs -14.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SBB has been the more volatile fund, with annualized monthly volatility of 21.4% compared with 15.3% 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 -97.4% for SBB 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 -0.81. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SBB 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, SBB currently yields 3.80% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SBB or VTI?

SBB 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, SBB or VTI?

Over the past year SBB returned -23.55% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), SBB annualized -14.66% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, SBB or VTI?

SBB has been the more volatile fund at 21.4% annualized versus 15.3% for VTI. Worst drawdown: SBB -97.4% vs VTI -56.6%.

Should I hold both SBB and VTI?

SBB and VTI have a monthly-return correlation of -0.81, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SBB or VTI?

SBB yields 3.80% while VTI yields 1.07%, so SBB currently pays the higher dividend yield.

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