SDEM vs VTI

SDEM vs VTI
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Quick Verdict

VTI has a lower expense ratio. SDEM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: SDEMMore Diversified: VTI

Side-by-Side Comparison

MetricSDEMVTIWinner
Expense Ratio0.66%0.03%
AUM$44M$666.9B
Dividend Yield4.88%1.07%
Holdings663,543
YTD Return+12.43%+12.65%
1Y Return+23.64%+21.39%
3Y Return (annualized)+21.07%+21.54%
5Y Return (annualized)+6.84%+12.11%
Volatility (annualized)18.8%15.3%
Max Drawdown-57.2%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMar 16, 2015May 24, 2001

SDEM vs VTI Performance

Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is a ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SDEM returned +23.64% while VTI returned +21.39%. Year to date, SDEM is up 12.43% versus a gain of 12.65% for VTI.

Over three years, SDEM compounded at +21.07% per year against +21.54% for VTI; over five years the annualized figures are +6.84% and +12.11% respectively. Across the full 11-year window we track, VTI has the edge at +8.07% annualized vs +0.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDEM has been the more volatile fund, with annualized monthly volatility of 18.8% 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 -57.2% for SDEM 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDEM charges 0.66% per year while VTI charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, SDEM currently yields 4.88% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SDEM and VTI share 1 holdings out of 2842 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SDEMWeight in VTIDifference
EAST:EG1.92%0.00%1.92%

Frequently Asked Questions

Which is cheaper, SDEM or VTI?

SDEM has an expense ratio of 0.66% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $63 per year of difference.

Which performed better, SDEM or VTI?

Over the past year SDEM returned +23.64% vs +21.39% for VTI, so SDEM leads on 1-year performance. Over the longest common window we track (11 years), SDEM annualized +0.75% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, SDEM or VTI?

SDEM has been the more volatile fund at 18.8% annualized versus 15.3% for VTI. Worst drawdown: SDEM -57.2% vs VTI -56.6%.

Should I hold both SDEM and VTI?

SDEM and VTI have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDEM and VTI?

SDEM and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2842 unique securities.

Which pays a higher dividend, SDEM or VTI?

SDEM yields 4.88% while VTI yields 1.07%, so SDEM currently pays the higher dividend yield.

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