SHEH vs VTI
Shell PLC ADRhedged vs Vanguard Morningstar Total Stock Market ETF
Which is better, SHEH or VTI?
Multi Alternative against Large Cap Blend.
VTI has a lower expense ratio. SHEH led over 1Y and the full window.
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 | SHEH | VTI |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $1M | $666.9B |
| Dividend Yield | 2.11% | 1.03% |
| Holdings | 2 | 3,543 |
| YTD Return | +28.43%Best | +11.65% |
| 1Y Return | +35.14%Best | +17.34% |
| 3Y Return (annualized) | - | +20.35% |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 23.2% | 13.3%Best |
| Max Drawdown | -18.8%Best | -19.3% |
| $10,000 over 1.9 years | $13,939Best | $13,555 |
| Fund Family | ADRH | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Oct 1, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 7, 2024 to Sep 10, 2026 (1.9 years).
SHEH 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 1.9 years both funds cover.
SHEH vs VTI Performance
Shell PLC ADRhedged (SHEH) is an ETF from ADRH and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SHEH returned +35.14% while VTI returned +17.34%. Year to date, SHEH is up 28.43% versus a gain of 11.65% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.2% compared with 13.3% 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 -18.8% for SHEH and -19.3% 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 -0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SHEH charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, SHEH currently yields 2.11% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 2 holdings in SHEH and 2,787 in VTI, totalling 99.8% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 63 days apart, SHEH as of Sep 1, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 2 positions we hold weights for in SHEH and 2,787 in VTI, against full books of 2 and 3,543.
You are not choosing between two funds in isolation.
Whichever of SHEH and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SHEH or VTI?
SHEH has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, SHEH or VTI?
Over the past year SHEH returned +35.14% vs +17.34% for VTI, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), SHEH annualized +19.10% vs +17.36% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHEH or VTI?
SHEH has been the more volatile fund at 23.2% annualized versus 13.3% for VTI. Worst drawdown: SHEH -18.8% vs VTI -19.3%.
Should I hold both SHEH and VTI?
SHEH and VTI have a monthly-return correlation of -0.31, 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, SHEH or VTI?
SHEH yields 2.11% while VTI yields 1.03%, so SHEH currently pays the higher dividend yield.
Is VTI better than SHEH?
VTI has a lower expense ratio. SHEH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.