SCDV vs VTI
Bahl & Gaynor Small Cap Dividend ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | SCDV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $153M | $663.5B | |
| Dividend Yield | 0.43% | 1.07% | |
| Holdings | 35 | 3,543 | |
| YTD Return | +17.72% | +14.22% | |
| 1Y Return | +16.07% | +22.19% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 14.5% | 15.3% | |
| Max Drawdown | -22.8% | -56.6% | |
| Fund Family | Bahl & Gaynor | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2024 | May 24, 2001 |
SCDV vs VTI Performance
Bahl & Gaynor Small Cap Dividend ETF (SCDV) is a ETF from Bahl & Gaynor and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SCDV returned +16.07% while VTI returned +22.19%. Year to date, SCDV is up 17.72% versus a gain of 14.22% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.5% for SCDV. 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 -22.8% for SCDV 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SCDV charges 0.70% per year while VTI charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, SCDV currently yields 0.43% against 1.07% for VTI.
Holdings Overlap
SCDV and VTI share 23 holdings out of 2794 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCDV or VTI?
SCDV has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, SCDV or VTI?
Over the past year SCDV returned +16.07% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), SCDV annualized +8.78% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, SCDV or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 14.5% for SCDV. Worst drawdown: SCDV -22.8% vs VTI -56.6%.
Should I hold both SCDV and VTI?
SCDV and VTI have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCDV and VTI?
SCDV and VTI share 23 common holdings with a 0.2% weight overlap. Combined, they hold 2794 unique securities.
Which pays a higher dividend, SCDV or VTI?
SCDV yields 0.43% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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