SHEH vs VTI
Shell PLC ADRhedged vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. SHEH delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SHEH | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $1M | $666.9B | |
| Dividend Yield | 2.11% | 1.07% | |
| Holdings | 2 | 3,543 | |
| YTD Return | +24.61% | +12.65% | |
| 1Y Return | +31.11% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 23.5% | 15.3% | |
| Max Drawdown | -18.8% | -56.6% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | May 24, 2001 |
SHEH vs VTI Performance
Shell PLC ADRhedged (SHEH) is a ETF from ADRH and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SHEH returned +31.11% while VTI returned +21.39%. Year to date, SHEH is up 24.61% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
SHEH has been the more volatile fund, with annualized monthly volatility of 23.5% 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 -18.8% for SHEH 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 -0.29. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.07% for VTI.
Holdings Overlap
SHEH and VTI share 0 holdings out of 2789 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, SHEH or VTI?
SHEH has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, SHEH or VTI?
Over the past year SHEH returned +31.11% vs +21.39% for VTI, so SHEH leads on 1-year performance. Over the longest common window we track (2 years), SHEH annualized +17.82% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, SHEH or VTI?
SHEH has been the more volatile fund at 23.5% annualized versus 15.3% for VTI. Worst drawdown: SHEH -18.8% vs VTI -56.6%.
Should I hold both SHEH and VTI?
SHEH and VTI have a monthly-return correlation of -0.29, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHEH and VTI?
SHEH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, SHEH or VTI?
SHEH yields 2.11% while VTI yields 1.07%, so SHEH currently pays the higher dividend yield.
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