SDD 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

MetricSDDVTIWinner
Expense Ratio0.95%0.03%
AUM$1M$663.5B
Dividend Yield6.58%1.07%
Holdings43,543
YTD Return-33.36%+13.87%
1Y Return-45.42%+23.31%
3Y Return (annualized)-25.63%+21.17%
5Y Return (annualized)-17.59%+12.23%
Volatility (annualized)38.8%15.3%
Max Drawdown-100.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 23, 2007May 24, 2001

SDD vs VTI Performance

ProShares UltraShort SmallCap600 (SDD) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SDD returned -45.42% while VTI returned +23.31%. Year to date, SDD is down 33.36% versus a gain of 13.87% for VTI.

Over three years, SDD compounded at -25.63% per year against +21.17% for VTI; over five years the annualized figures are -17.59% and +12.23% respectively. Across the full 20-year window we track, VTI has the edge at +8.13% annualized vs -29.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDD has been the more volatile fund, with annualized monthly volatility of 38.8% 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 -100.0% for SDD 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 -0.86. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDD 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, SDD currently yields 6.58% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SDD or VTI?

SDD 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, SDD or VTI?

Over the past year SDD returned -45.42% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), SDD annualized -29.73% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, SDD or VTI?

SDD has been the more volatile fund at 38.8% annualized versus 15.3% for VTI. Worst drawdown: SDD -100.0% vs VTI -56.6%.

Should I hold both SDD and VTI?

SDD and VTI have a monthly-return correlation of -0.86, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SDD or VTI?

SDD yields 6.58% while VTI yields 1.07%, so SDD currently pays the higher dividend yield.

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