SKRE 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

MetricSKREVTIWinner
Expense Ratio0.75%0.03%
AUM$5M$663.5B
Dividend Yield0.37%1.07%
Holdings23,543
YTD Return-35.59%+14.96%
1Y Return-44.56%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)41.7%15.4%
Max Drawdown-78.7%-56.6%
Fund FamilyTuttle FundsVanguard (US)
CategoryAlternativeEquity
InceptionJan 4, 2024May 24, 2001

SKRE vs VTI Performance

Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is a ETF from Tuttle Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SKRE returned -44.56% while VTI returned +22.39%. Year to date, SKRE is down 35.59% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

SKRE has been the more volatile fund, with annualized monthly volatility of 41.7% 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 -78.7% for SKRE 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 -0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SKRE charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, SKRE currently yields 0.37% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SKRE or VTI?

SKRE has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, SKRE or VTI?

Over the past year SKRE returned -44.56% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), SKRE annualized -41.20% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, SKRE or VTI?

SKRE has been the more volatile fund at 41.7% annualized versus 15.4% for VTI. Worst drawdown: SKRE -78.7% vs VTI -56.6%.

Should I hold both SKRE and VTI?

SKRE and VTI have a monthly-return correlation of -0.53, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SKRE or VTI?

SKRE yields 0.37% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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