SKRE vs VTI

SKRE vs VTI

Which is better, SKRE or VTI?

Opposite sides of the same exposure.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two move opposite each other, correlation -0.52, 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

MetricSKREVTI
Expense Ratio0.75%0.03%Best
AUM$6M$666.9B
Dividend Yield0.36%1.03%
Holdings53,543
YTD Return-28.82%+12.57%Best
1Y Return-33.26%+17.22%Best
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)41.6%12.3%Best
Max Drawdown-78.8%-19.3%Best
$10,000 over 2.7 years$2,750$16,727Best
Fund FamilyTuttle FundsVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse DebtLarge Cap Blend
InceptionJan 4, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 4, 2024 to Sep 11, 2026 (2.7 years).

SKRE 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 2.7 years both funds cover.

SKRE vs VTI Performance

Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is an ETF from Tuttle Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SKRE returned -33.26% while VTI returned +17.22%. Year to date, SKRE is down 28.82% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SKRE has been the more volatile fund, with annualized monthly volatility of 41.6% compared with 12.3% 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 -78.8% for SKRE 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 -0.52. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

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 0.36% against 1.03% for VTI.

You are not choosing between two funds in isolation.

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

SKREVTI

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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, by $72 a year on a $10,000 investment.

Which performed better, SKRE or VTI?

Over the past year SKRE returned -33.26% vs +17.22% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SKRE or VTI?

SKRE has been the more volatile fund at 41.6% annualized versus 12.3% for VTI. Worst drawdown: SKRE -78.8% vs VTI -19.3%.

Should I hold both SKRE and VTI?

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

SKRE yields 0.36% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than SKRE?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two move opposite each other, correlation -0.52, 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.