SDP vs VTI

SDP vs VTI

Which is better, SDP or VTI?

Trading-Inverse Equity against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricSDPVTI
Expense Ratio0.95%0.03%Best
AUM$4M$666.9B
Dividend Yield3.68%1.03%
Holdings43,543
YTD Return+8.78%+12.30%Best
1Y Return+3.28%+16.08%Best
3Y Return (annualized)-17.25%+21.01%Best
5Y Return (annualized)-13.84%+12.36%Best
Volatility (annualized)30.5%15.9%Best
Max Drawdown--56.6%
$10,000 over 5 years$4,748$17,908Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionJan 30, 2007May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 18, 2026 (19.6 years).

SDP 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 19.6 years both funds cover.

SDP vs VTI Performance

ProShares UltraShort Utilities (SDP) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SDP returned +3.28% while VTI returned +16.08%. Year to date, SDP is up 8.78% versus a gain of 12.30% for VTI.

Over three years, SDP compounded at -17.25% per year against +21.01% for VTI; over five years the annualized figures are -13.84% and +12.36% respectively. Across the full 20-year window we track, VTI has the edge at +9.22% annualized vs -24.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDP has been the more volatile fund, with annualized monthly volatility of 30.5% compared with 15.9% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.42. They move together some of the time, and apart the rest.

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 3.68% against 1.03% for VTI.

You are not choosing between two funds in isolation.

Whichever of SDP and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SDPVTI

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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, by $92 a year on a $10,000 investment.

Which performed better, SDP or VTI?

Over the past year SDP returned +3.28% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), SDP annualized -24.15% vs +9.22% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDP or VTI?

SDP has been the more volatile fund at 30.5% annualized versus 15.9% for VTI.

Should I hold both SDP and VTI?

SDP and VTI have a monthly-return correlation of -0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SDP or VTI?

SDP yields 3.68% while VTI yields 1.03%, so SDP currently pays the higher dividend yield.

Is VTI better than SDP?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.