SJB vs VTI

SJB vs VTI

Which is better, SJB or VTI?

Opposite sides of the same exposure.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.78, so holding both offsets the exposure while paying both fees.

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

MetricSJBVTI
Expense Ratio0.95%0.03%Best
AUM$45M$666.9B
Dividend Yield3.59%1.07%
Holdings63,543
YTD Return+0.91%+13.59%Best
1Y Return+1.42%+20.00%Best
3Y Return (annualized)-2.49%+20.95%Best
5Y Return (annualized)-0.43%+11.81%Best
Volatility (annualized)7.2%Best14.7%
Max Drawdown-59.7%-35.0%Best
$10,000 over 5 years$9,787$17,474Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse DebtLarge Cap Blend
InceptionMar 21, 2011May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 22, 2011 to Sep 4, 2026 (15.5 years).

SJB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SJB vs VTI Performance

ProShares Short High Yield (SJB) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SJB returned +1.42% while VTI returned +20.00%. Year to date, SJB is up 0.91% versus a gain of 13.59% for VTI.

Over three years, SJB compounded at -2.49% per year against +20.95% for VTI; over five years the annualized figures are -0.43% and +11.81% respectively. Across the full 16-year window we track, VTI has the edge at +12.42% annualized vs -5.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 7.2% for SJB. 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 -59.7% for SJB and -35.0% 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 -0.78. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

SJB 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, SJB currently yields 3.59% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 1 holding in SJB and 2,787 in VTI, totalling 96.3% and 92.3% 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 SJB and 2,787 in VTI, against full books of 6 and 3,543.

You are not choosing between two funds in isolation.

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

SJBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SJB or VTI?

SJB 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, SJB or VTI?

Over the past year SJB returned +1.42% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), SJB annualized -5.27% vs +12.42% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SJB or VTI?

VTI has been the more volatile fund at 14.7% annualized versus 7.2% for SJB. Worst drawdown: SJB -59.7% vs VTI -35.0%.

Should I hold both SJB and VTI?

SJB and VTI have a monthly-return correlation of -0.78, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, SJB or VTI?

SJB yields 3.59% while VTI yields 1.07%, so SJB currently pays the higher dividend yield.

Is VTI better than SJB?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.78, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.