TALV vs VTI

TALV vs VTI

Which is better, TALV or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. TALV is less concentrated, with 31.7% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTILess Concentrated: TALV

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

MetricTALVVTI
Expense Ratio0.49%0.03%Best
AUM$176M$666.9B
Dividend Yield0.43%1.03%
Holdings713,543
YTD Return+12.96%Best+12.30%
1Y Return-+16.08%
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Top 10 Weight31.7%Best33.3%
Fund FamilyTransamericaVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 15, 2025May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

TALV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

TALV vs VTI Performance

Transamerica Large Value Active ETF (TALV) is an ETF from Transamerica and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, TALV is up 12.96% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

TALV charges 0.49% per year while VTI charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, TALV currently yields 0.43% against 1.03% for VTI.

Holdings Overlap

TALV already in VTI98.8%
VTI already in TALV37.7%

98.8% of TALV's money is in holdings VTI also owns. 37.7% of VTI's money is in holdings TALV also owns.

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

68 positions in common, counted across the 69 positions we hold weights for in TALV and 3,463 in VTI, against full books of 71 and 3,543.

What only one of them owns

Measured across the 69 and 3,463 positions we hold weights for.

VTI holds 1,082 positions TALV does not, 59.7% of the fund.

Largest: NVDA 6.40%, GOOG 2.31%, LLY 1.35%, TSLA 1.22%, AMD 1.08%

Top Shared Holdings

StockWeight in TALVWeight in VTIDifference
AAPLApple, Inc4.00%6.29%2.29%
MSFTMicrosoft Corp4.71%4.79%0.08%
AMZNAmazon.Com Inc5.59%3.65%1.94%
JPMJpmorgan Chase4.08%1.31%2.77%
GOOGLAlphabet Inc,class A1.44%2.90%1.46%
AVGOBroadcom Inc1.14%2.56%1.42%
XOMExxon Mobil Corp.2.38%0.89%1.49%
ABBVAbbvie Inc.2.29%0.61%1.68%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.55%1.28%0.27%
METAMeta Platforms Inc1.13%1.70%0.57%

98.8% of TALV 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.

TALVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TALV or VTI?

TALV has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option, by $46 a year on a $10,000 investment.

What is the holdings overlap between TALV and VTI?

98.8% of TALV's money is in holdings VTI also owns. 37.7% of VTI's is in holdings TALV also owns. They hold 68 positions in common, counted across the 69 positions we hold weights for in TALV and 3,463 in VTI.

Which pays a higher dividend, TALV or VTI?

TALV yields 0.43% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than TALV?

VTI has a lower expense ratio. TALV is less concentrated, with 31.7% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.