SDIV vs VTI
Global X SuperDividend ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, SDIV or VTI?
Mid Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.9% of the fund in its ten largest positions against 33.3%.
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
| Metric | SDIV | VTI |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $1.2B | $666.9B |
| Dividend Yield | 9.02% | 1.03% |
| Holdings | 117 | 3,543 |
| YTD Return | +3.73% | +13.60%Best |
| 1Y Return | +9.66% | +18.17%Best |
| 3Y Return (annualized) | +14.13% | +23.04%Best |
| 5Y Return (annualized) | +0.79% | +12.14%Best |
| Volatility (annualized) | 18.7% | 14.7%Best |
| Max Drawdown | -69.0% | -35.0%Best |
| $10,000 over 5 years | $10,401 | $17,734Best |
| Top 10 Weight | 14.9%Best | 33.3% |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jun 8, 2011 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jun 9, 2011 to Sep 25, 2026 (15.3 years).
SDIV 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 15.3 years both funds cover.
SDIV vs VTI Performance
Global X SuperDividend ETF (SDIV) 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 SDIV returned +9.66% while VTI returned +18.17%. Year to date, SDIV is up 3.73% versus a gain of 13.60% for VTI.
Over three years, SDIV compounded at +14.13% per year against +23.04% for VTI; over five years the annualized figures are +0.79% and +12.14% respectively. Across the full 15-year window we track, VTI has the edge at +12.59% annualized vs -3.53%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 14.7% 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 -69.0% for SDIV 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDIV charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, SDIV currently yields 9.02% against 1.03% for VTI.
Holdings Overlap
32.9% of SDIV's money is in holdings VTI also owns. 0.1% of VTI's money is in holdings SDIV also owns.
The two portfolios partly overlap.
38 positions in common, counted across the 114 positions we hold weights for in SDIV and 3,463 in VTI, against full books of 117 and 3,543.
What only one of them owns
Our book lists 1,144 positions for VTI that do not appear in our book for SDIV (97.4% of the fund), and 4 for SDIV that do not appear in VTI (4.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SDIV | Weight in VTI | Difference |
|---|---|---|---|
| RHIRobert Half International Inc. | 1.68% | 0.01% | 1.67% |
| PKPark Hotels And Resorts Inc Reit USD .01 | 1.35% | 0.00% | 1.35% |
| PRGOPerrigo Company Plc Ordinary Shares | 1.32% | 0.00% | 1.32% |
| IIPRInnovative Industrial Properties Inc | 1.21% | 0.00% | 1.21% |
| TFSLTfs Financial Corp Com | 1.16% | 0.00% | 1.16% |
| ALXAlexander's Inc | 1.14% | 0.00% | 1.14% |
| MRPMillrose Properties Inc | 1.11% | 0.01% | 1.10% |
| EFCEllington Financial Inc | 1.03% | 0.00% | 1.03% |
| GOODGladstone Commercial Corporation | 1.03% | 0.00% | 1.03% |
| DEAEasterly Government Properties Inc | 1.02% | 0.00% | 1.02% |
32.9% of SDIV is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SDIV or VTI?
SDIV has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, SDIV or VTI?
Over the past year SDIV returned +9.66% vs +18.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (15 years), SDIV annualized -3.53% vs +12.59% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDIV or VTI?
SDIV has been the more volatile fund at 18.7% annualized versus 14.7% for VTI. Worst drawdown: SDIV -69.0% vs VTI -35.0%.
Should I hold both SDIV and VTI?
SDIV and VTI have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SDIV and VTI?
32.9% of SDIV's money is in holdings VTI also owns. 0.1% of VTI's is in holdings SDIV also owns. They hold 38 positions in common, counted across the 114 positions we hold weights for in SDIV and 3,463 in VTI.
Which pays a higher dividend, SDIV or VTI?
SDIV yields 9.02% while VTI yields 1.03%, so SDIV currently pays the higher dividend yield.
Is VTI better than SDIV?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.9% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.