SHNY vs VTI
MicroSectors Gold 3x Leveraged ETN vs Vanguard Morningstar Total Stock Market ETF
Which is better, SHNY or VTI?
Precious Metals against Large Cap Blend.
VTI has a lower expense ratio. SHNY led over 3Y and the full window, VTI over 1Y.
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 | SHNY | VTI |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $86M | $689.2B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 1 | 3,542 |
| YTD Return | -49.41% | +12.23%Best |
| 1Y Return | -44.15% | +12.74%Best |
| 3Y Return (annualized) | +40.68%Best | +21.44% |
| 5Y Return (annualized) | - | +10.83% |
| Volatility (annualized) | 54.4% | 12.5%Best |
| Max Drawdown | -74.6% | -19.3%Best |
| $10,000 over 3.7 years | $27,174Best | $19,542 |
| Fund Family | BMO Capital Markets | Vanguard (US) |
| Category | Commodity | Equity |
| Style | Precious Metals | Large Cap Blend |
| Inception | Feb 21, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 22, 2023 to Nov 11, 2026 (3.7 years).
SHNY 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 3.7 years both funds cover.
SHNY vs VTI Performance
MicroSectors Gold 3x Leveraged ETN (SHNY) is an ETF from BMO Capital Markets and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SHNY returned -44.15% while VTI returned +12.74%. Year to date, SHNY is down 49.41% versus a gain of 12.23% for VTI.
Over three years, SHNY compounded at +40.68% per year against +21.44% for VTI. Across the full 4-year window we track, SHNY has the edge at +31.02% annualized vs +19.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHNY has been the more volatile fund, with annualized monthly volatility of 54.4% compared with 12.5% 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 -74.6% for SHNY 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 0.05. They move largely independently of each other.
Fees and Cost Over Time
SHNY 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, SHNY currently yields 0.00% against 1.06% for VTI.
Holdings Overlap
We hold position weights for 1 holding in SHNY and 3,464 in VTI, totalling 100.0% and 97.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in SHNY and 3,464 in VTI, against full books of 1 and 3,542.
What only one of them owns
Measured across the 1 and 3,464 positions we hold weights for.
VTI holds 1,129 positions SHNY does not, 96.9% of the fund.
Largest: NVDA 7.13%, AAPL 6.63%, MSFT 5.19%, AMZN 3.30%, GOOGL 2.76%
You are not choosing between two funds in isolation.
Whichever of SHNY 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, SHNY or VTI?
SHNY 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, SHNY or VTI?
Over the past year SHNY returned -44.15% vs +12.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), SHNY annualized +31.02% vs +19.85% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHNY or VTI?
SHNY has been the more volatile fund at 54.4% annualized versus 12.5% for VTI. Worst drawdown: SHNY -74.6% vs VTI -19.3%.
Should I hold both SHNY and VTI?
SHNY and VTI have a monthly-return correlation of 0.05, 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, SHNY or VTI?
SHNY yields 0.00% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than SHNY?
VTI has a lower expense ratio. SHNY led over 3Y and the full window, VTI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.