SUPL vs VTI

SUPL vs VTI

Which is better, SUPL or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. SUPL led over 1Y, VTI over 3Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricSUPLVTI
Expense Ratio0.58%0.03%Best
AUM$2M$666.9B
Dividend Yield2.51%1.07%
Holdings403,543
YTD Return+17.69%Best+13.59%
1Y Return+27.12%Best+20.00%
3Y Return (annualized)+9.16%+20.95%Best
5Y Return (annualized)-+11.81%
Volatility (annualized)19.8%15.4%Best
Max Drawdown-24.4%-19.8%Best
$10,000 over 4.4 years$13,095$17,867Best
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionApr 6, 2022May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 7, 2022 to Sep 4, 2026 (4.4 years).

SUPL 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 4.4 years both funds cover.

SUPL vs VTI Performance

ProShares Supply Chain Logistics ETF (SUPL) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SUPL returned +27.12% while VTI returned +20.00%. Year to date, SUPL is up 17.69% versus a gain of 13.59% for VTI.

Over three years, SUPL compounded at +9.16% per year against +20.95% for VTI. Across the full 4-year window we track, VTI has the edge at +14.10% annualized vs +6.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPL has been the more volatile fund, with annualized monthly volatility of 19.8% 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 -24.4% for SUPL and -19.8% 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SUPL charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, SUPL currently yields 2.51% against 1.07% for VTI.

Holdings Overlap

SUPL already in VTI43.3%

At least 43.3% of SUPL'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.

The two portfolios partly overlap.

13 positions in common, counted across the 40 positions we hold weights for in SUPL and 2,787 in VTI, against full books of 40 and 3,543.

Top Shared Holdings

StockWeight in SUPLWeight in VTIDifference
UNPUnion Pacific Corp4.92%0.22%4.70%
CSXCsx Corp.4.93%0.12%4.81%
NSCNorfolk Southern Corp4.93%0.10%4.83%
UPSUnited Parcel Service, Inc4.50%0.11%4.39%
FDXFedex Corp4.25%0.09%4.16%
EXPDExpeditors International Of Washington Inc3.87%0.03%3.84%
XPOXpo Logistics Inc.3.74%0.03%3.71%
JBHTJb Hunt Transport Services Inc.3.30%0.03%3.27%
CHRWCH Robinson Worldwide2.95%0.03%2.92%
FDXFFedex Freight Holding Company Inc2.61%0.02%2.59%

43.3% of SUPL 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.

SUPLVTI

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Frequently Asked Questions

Which is cheaper, SUPL or VTI?

SUPL has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, SUPL or VTI?

Over the past year SUPL returned +27.12% vs +20.00% for VTI, so SUPL leads on 1-year performance. Over the longest common window we track (4 years), SUPL annualized +6.32% vs +14.10% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SUPL or VTI?

SUPL has been the more volatile fund at 19.8% annualized versus 15.4% for VTI. Worst drawdown: SUPL -24.4% vs VTI -19.8%.

Should I hold both SUPL and VTI?

SUPL and VTI have a monthly-return correlation of 0.82, 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 SUPL and VTI?

At least 43.3% of SUPL's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 40 positions we hold weights for in SUPL and 2,787 in VTI.

Which pays a higher dividend, SUPL or VTI?

SUPL yields 2.51% while VTI yields 1.07%, so SUPL currently pays the higher dividend yield.

Is VTI better than SUPL?

VTI has a lower expense ratio. SUPL led over 1Y, VTI over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.