SKOR vs VTI

SKOR vs VTI

Which is better, SKOR or VTI?

Long Term Mid Quality against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

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

MetricSKORVTI
Expense Ratio0.15%0.03%Best
AUM$755M$666.9B
Dividend Yield4.71%1.03%
Holdings1,6513,543
YTD Return-0.67%+12.57%Best
1Y Return+0.37%+17.22%Best
3Y Return (annualized)+5.58%+20.87%Best
5Y Return (annualized)+1.38%+11.86%Best
Volatility (annualized)4.5%Best15.4%
Max Drawdown-16.0%Best-35.0%
$10,000 over 5 years$10,709$17,514Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Blend
InceptionNov 12, 2014May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 14, 2014 to Sep 11, 2026 (11.8 years).

SKOR 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.

SKOR vs VTI Performance

Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) is an ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SKOR returned +0.37% while VTI returned +17.22%. Year to date, SKOR is down 0.67% versus a gain of 12.57% for VTI.

Over three years, SKOR compounded at +5.58% per year against +20.87% for VTI; over five years the annualized figures are +1.38% and +11.86% respectively. Across the full 12-year window we track, VTI has the edge at +12.11% annualized vs +1.36%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 4.5% for SKOR. 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 -16.0% for SKOR 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 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SKOR charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, SKOR currently yields 4.71% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1,468 holdings in SKOR and 2,787 in VTI, totalling 85.0% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 4 positions appear in both.

4 positions in common, counted across the 1,468 positions we hold weights for in SKOR and 2,787 in VTI, against full books of 1,651 and 3,543.

Top Shared Holdings

StockWeight in SKORWeight in VTIDifference
AONAon Corp/Aon Gl 5.35% 02/28/330.08%0.09%0.01%
KDPKEURig Dr Pepper Inc Company Guar 04/29 3.950.06%0.06%0.00%
HUBBHubbell Inc0.05%0.04%0.01%
GMTGatx Corp. 4 6/30/20300.01%0.00%0.01%

You are not choosing between two funds in isolation.

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

SKORVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SKOR or VTI?

SKOR has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, SKOR or VTI?

Over the past year SKOR returned +0.37% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), SKOR annualized +1.36% vs +12.11% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SKOR or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 4.5% for SKOR. Worst drawdown: SKOR -16.0% vs VTI -35.0%.

Should I hold both SKOR and VTI?

SKOR and VTI have a monthly-return correlation of 0.52, 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, SKOR or VTI?

SKOR yields 4.71% while VTI yields 1.03%, so SKOR currently pays the higher dividend yield.

Is VTI better than SKOR?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.