SSMG vs VTI

SSMG vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricSSMGVTIWinner
Expense Ratio0.39%0.03%
AUM$3M$666.9B
Dividend Yield0.00%1.07%
Holdings833,543
YTD Return+5.38%+12.65%
1Y Return-+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)-15.3%
Max Drawdown-13.7%-56.6%
Fund FamilyVirtus Investment PartnersVanguard (US)
CategoryEquityEquity
InceptionApr 21, 2026May 24, 2001

SSMG vs VTI Performance

Virtus Silvant Small/Mid Growth ETF (SSMG) is a ETF from Virtus Investment Partners and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SSMG is up 5.38% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.7% for SSMG and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SSMG charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, SSMG currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

1.7%overlap

SSMG and VTI share 65 holdings out of 2804 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SSMGWeight in VTIDifference
STRL3.17%0.03%3.14%
0RMV:LN3.10%0.04%3.06%
CRS2.69%0.04%2.65%
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Frequently Asked Questions

Which is cheaper, SSMG or VTI?

SSMG has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

What is the holdings overlap between SSMG and VTI?

SSMG and VTI share 65 common holdings with a 1.7% weight overlap. Combined, they hold 2804 unique securities.

Which pays a higher dividend, SSMG or VTI?

SSMG yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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