SDOW vs VTI

SDOW vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSDOWVTIWinner
Expense Ratio0.95%0.03%
AUM$177M$666.9B
Dividend Yield5.42%1.07%
Holdings173,543
YTD Return-26.41%+13.67%
1Y Return-40.15%+22.17%
3Y Return (annualized)-59.28%+21.93%
5Y Return (annualized)-44.36%+12.51%
Volatility (annualized)42.7%15.3%
Max Drawdown-100.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionFeb 9, 2010May 24, 2001

SDOW vs VTI Performance

ProShares UltraPro Short Dow30 (SDOW) is a ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SDOW returned -40.15% while VTI returned +22.17%. Year to date, SDOW is down 26.41% versus a gain of 13.67% for VTI.

Over three years, SDOW compounded at -59.28% per year against +21.93% for VTI; over five years the annualized figures are -44.36% and +12.51% respectively. Across the full 17-year window we track, VTI has the edge at +8.11% annualized vs -43.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDOW has been the more volatile fund, with annualized monthly volatility of 42.7% 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 SDOW 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 -0.84. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDOW 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, SDOW currently yields 5.42% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SDOW and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SDOW or VTI?

SDOW 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, SDOW or VTI?

Over the past year SDOW returned -40.15% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), SDOW annualized -43.26% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, SDOW or VTI?

SDOW has been the more volatile fund at 42.7% annualized versus 15.3% for VTI. Worst drawdown: SDOW -100.0% vs VTI -56.6%.

Should I hold both SDOW and VTI?

SDOW and VTI have a monthly-return correlation of -0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDOW and VTI?

SDOW and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, SDOW or VTI?

SDOW yields 5.42% while VTI yields 1.07%, so SDOW currently pays the higher dividend yield.

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