SOCL 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

MetricSOCLVTIWinner
Expense Ratio0.65%0.03%
AUM$91M$663.5B
Dividend Yield0.49%1.07%
Holdings503,543
YTD Return-17.16%+14.20%
1Y Return-17.35%+24.16%
3Y Return (annualized)+7.29%+21.12%
5Y Return (annualized)-6.05%+12.37%
Volatility (annualized)23.4%15.3%
Max Drawdown-68.7%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionNov 14, 2011May 24, 2001

SOCL vs VTI Performance

Global X Social Media ETF (SOCL) is a ETF from Global X by mirae Asset and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SOCL returned -17.35% while VTI returned +24.16%. Year to date, SOCL is down 17.16% versus a gain of 14.20% for VTI.

Over three years, SOCL compounded at +7.29% per year against +21.12% for VTI; over five years the annualized figures are -6.05% and +12.37% respectively. Across the full 15-year window we track, SOCL has the edge at +8.25% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SOCL has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 15.3% 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 -68.7% for SOCL 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SOCL charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, SOCL currently yields 0.49% against 1.07% for VTI.

Holdings Overlap

4.6%overlap

SOCL and VTI share 12 holdings out of 2819 unique holdings combined, representing a 4.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SOCLWeight in VTIDifference
META9.09%1.70%7.39%
RDDT9.33%0.03%9.30%
GOOGL5.63%2.88%2.75%
PINSProProPro
MTCHProProPro
IACProProPro
YELPProProPro
RUMProProPro
GRNDProProPro
KINDProProPro
See all 10 holdings SOCL shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SOCL or VTI?

SOCL has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, SOCL or VTI?

Over the past year SOCL returned -17.35% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (15 years), SOCL annualized +8.25% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, SOCL or VTI?

SOCL has been the more volatile fund at 23.4% annualized versus 15.3% for VTI. Worst drawdown: SOCL -68.7% vs VTI -56.6%.

Should I hold both SOCL and VTI?

SOCL and VTI have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SOCL and VTI?

SOCL and VTI share 12 common holdings with a 4.6% weight overlap. Combined, they hold 2819 unique securities.

Which pays a higher dividend, SOCL or VTI?

SOCL yields 0.49% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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