STNC vs VTI

STNC vs VTI

Which is better, STNC or VTI?

VTI has been ahead.

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

MetricSTNCVTI
Expense Ratio0.85%0.03%Best
AUM$91M$666.9B
Dividend Yield0.91%1.07%
Holdings503,543
YTD Return+9.77%+13.59%Best
1Y Return+12.39%+20.00%Best
3Y Return (annualized)+12.16%+20.95%Best
5Y Return (annualized)+6.52%+11.81%Best
Volatility (annualized)15.1%Best15.5%
Max Drawdown-22.3%Best-25.4%
$10,000 over 5 years$13,714$17,474Best
Fund FamilyHennessy FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 15, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 16, 2021 to Sep 4, 2026 (5.5 years).

STNC 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 5.5 years both funds cover.

STNC vs VTI Performance

Hennessy Sustainable ETF (STNC) is an ETF from Hennessy Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year STNC returned +12.39% while VTI returned +20.00%. Year to date, STNC is up 9.77% versus a gain of 13.59% for VTI.

Over three years, STNC compounded at +12.16% per year against +20.95% for VTI; over five years the annualized figures are +6.52% and +11.81% respectively. Across the full 6-year window we track, VTI has the edge at +13.20% annualized vs +7.95%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.1% for STNC. 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 -22.3% for STNC and -25.4% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

STNC charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, STNC currently yields 0.91% against 1.07% for VTI.

Holdings Overlap

STNC already in VTI91.6%

At least 91.6% of STNC's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of STNC is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 48 days apart, STNC as of Aug 17, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

41 positions in common, counted across the 47 positions we hold weights for in STNC and 2,788 in VTI, against full books of 50 and 3,543.

Top Shared Holdings

StockWeight in STNCWeight in VTIDifference
MUMicron Technology, Inc.2.08%1.79%0.29%
HPQHp Inc.3.83%0.03%3.80%
COSTCostco Wholesale Corp.3.26%0.57%2.69%
PWRQuanta Services, Inc3.48%0.15%3.33%
BBYBest Buy Co. Inc.3.55%0.02%3.53%
MCKMckesson Corp.3.42%0.12%3.30%
FDXFedex Corp.3.41%0.09%3.32%
SBUXStarbucks Corp 2.45 6/263.33%0.16%3.17%
AMATApplied Materials, Inc.2.69%0.79%1.90%
CHTRCharter Communications Inc.-Class A3.44%0.02%3.42%

91.6% of STNC is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

STNCVTI

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Frequently Asked Questions

Which is cheaper, STNC or VTI?

STNC has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, STNC or VTI?

Over the past year STNC returned +12.39% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), STNC annualized +7.95% vs +13.20% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STNC or VTI?

VTI has been the more volatile fund at 15.5% annualized versus 15.1% for STNC. Worst drawdown: STNC -22.3% vs VTI -25.4%.

Should I hold both STNC and VTI?

STNC and VTI have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between STNC and VTI?

At least 91.6% of STNC's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 41 positions in common, counted across the 47 positions we hold weights for in STNC and 2,788 in VTI.

Which pays a higher dividend, STNC or VTI?

STNC yields 0.91% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than STNC?

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.