SDP 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

MetricSDPVTIWinner
Expense Ratio0.95%0.03%
AUM$4M$663.5B
Dividend Yield4.27%1.07%
Holdings53,543
YTD Return-3.67%+13.87%
1Y Return-4.71%+23.31%
3Y Return (annualized)-20.74%+21.17%
5Y Return (annualized)-14.96%+12.23%
Volatility (annualized)30.4%15.3%
Max Drawdown-99.8%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007May 24, 2001

SDP vs VTI Performance

ProShares UltraShort Utilities (SDP) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SDP returned -4.71% while VTI returned +23.31%. Year to date, SDP is down 3.67% versus a gain of 13.87% for VTI.

Over three years, SDP compounded at -20.74% per year against +21.17% for VTI; over five years the annualized figures are -14.96% and +12.23% respectively. Across the full 20-year window we track, VTI has the edge at +8.13% annualized vs -24.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDP has been the more volatile fund, with annualized monthly volatility of 30.4% 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 -99.8% for SDP 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 -0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDP 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, SDP currently yields 4.27% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SDP or VTI?

SDP 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, SDP or VTI?

Over the past year SDP returned -4.71% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), SDP annualized -24.73% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, SDP or VTI?

SDP has been the more volatile fund at 30.4% annualized versus 15.3% for VTI. Worst drawdown: SDP -99.8% vs VTI -56.6%.

Should I hold both SDP and VTI?

SDP and VTI have a monthly-return correlation of -0.43, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SDP or VTI?

SDP yields 4.27% while VTI yields 1.07%, so SDP currently pays the higher dividend yield.

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