SIJ 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

MetricSIJVTIWinner
Expense Ratio0.95%0.03%
AUM$6M$663.5B
Dividend Yield5.11%1.07%
Holdings63,543
YTD Return-29.00%+14.96%
1Y Return-33.06%+22.39%
3Y Return (annualized)-29.89%+21.51%
5Y Return (annualized)-20.21%+12.36%
Volatility (annualized)38.0%15.4%
Max Drawdown-100.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007May 24, 2001

SIJ vs VTI Performance

ProShares UltraShort Industrials (SIJ) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SIJ returned -33.06% while VTI returned +22.39%. Year to date, SIJ is down 29.00% versus a gain of 14.96% for VTI.

Over three years, SIJ compounded at -29.89% per year against +21.51% for VTI; over five years the annualized figures are -20.21% and +12.36% respectively. Across the full 20-year window we track, VTI has the edge at +8.16% annualized vs -29.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIJ has been the more volatile fund, with annualized monthly volatility of 38.0% compared with 15.4% 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 -100.0% for SIJ 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 -0.88. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SIJ 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, SIJ currently yields 5.11% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SIJ or VTI?

SIJ 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, SIJ or VTI?

Over the past year SIJ returned -33.06% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), SIJ annualized -29.70% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, SIJ or VTI?

SIJ has been the more volatile fund at 38.0% annualized versus 15.4% for VTI. Worst drawdown: SIJ -100.0% vs VTI -56.6%.

Should I hold both SIJ and VTI?

SIJ and VTI have a monthly-return correlation of -0.88, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SIJ or VTI?

SIJ yields 5.11% while VTI yields 1.07%, so SIJ currently pays the higher dividend yield.

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