SUPP vs VTI

SUPP vs VTI

Which is better, SUPP or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 59.1%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: 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

MetricSUPPVTI
Expense Ratio0.75%0.03%Best
AUM$12M$666.9B
Dividend Yield0.31%1.03%
Holdings303,543
YTD Return+10.67%+12.25%Best
1Y Return+12.79%+15.74%Best
3Y Return (annualized)+17.47%+22.45%Best
5Y Return (annualized)-+12.32%
Volatility (annualized)19.2%12.8%Best
Max Drawdown-25.3%-19.3%Best
$10,000 over 3.6 years$15,856$19,070Best
Top 10 Weight59.1%33.3%Best
Fund FamilyTCW ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 14, 2023May 24, 2001

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 16, 2023 to Sep 29, 2026 (3.6 years).

SUPP 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 3.6 years both funds cover.

SUPP vs VTI Performance

TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SUPP returned +12.79% while VTI returned +15.74%. Year to date, SUPP is up 10.67% versus a gain of 12.25% for VTI.

Over three years, SUPP compounded at +17.47% per year against +22.45% for VTI. Across the full 4-year window we track, VTI has the edge at +19.64% annualized vs +13.66%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPP has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 12.8% 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 -25.3% for SUPP 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SUPP 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, SUPP currently yields 0.31% against 1.03% for VTI.

Holdings Overlap

SUPP already in VTI75.8%
VTI already in SUPP14.6%

75.8% of SUPP's money is in holdings VTI also owns. 14.6% of VTI's money is in holdings SUPP also owns.

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

22 positions in common, counted across the 27 positions we hold weights for in SUPP and 3,463 in VTI, against full books of 30 and 3,543.

What only one of them owns

Our book lists 1,130 positions for VTI that do not appear in our book for SUPP (82.8% of the fund), and 0 for SUPP that do not appear in VTI (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SUPPWeight in VTIDifference
NVDANvidia Corp8.89%6.40%2.49%
AMZNAmazon.Com Inc5.45%3.65%1.80%
ETNEaton Corp Plc6.19%0.22%5.97%
CRSCarpenter Technology Corpcommon Stock6.27%0.03%6.24%
LRCXLam Research Corp5.71%0.51%5.20%
CGNXCognex Corp - Common4.83%0.02%4.81%
AVGOBroadcom Inc2.03%2.56%0.53%
TDGTransdigm Group Inc.4.39%0.10%4.29%
TTTrane Technologies PLC|1253.98%0.14%3.84%
MLMMartin Marietta Materials Inc.4.04%0.04%4.00%

75.8% of SUPP 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.

SUPPVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SUPP or VTI?

SUPP 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, SUPP or VTI?

Over the past year SUPP returned +12.79% vs +15.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), SUPP annualized +13.66% vs +19.64% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SUPP or VTI?

SUPP has been the more volatile fund at 19.2% annualized versus 12.8% for VTI. Worst drawdown: SUPP -25.3% vs VTI -19.3%.

Should I hold both SUPP and VTI?

SUPP and VTI have a monthly-return correlation of 0.83, 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 SUPP and VTI?

75.8% of SUPP's money is in holdings VTI also owns. 14.6% of VTI's is in holdings SUPP also owns. They hold 22 positions in common, counted across the 27 positions we hold weights for in SUPP and 3,463 in VTI.

Which pays a higher dividend, SUPP or VTI?

SUPP yields 0.31% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than SUPP?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 59.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.