TAN vs VTI
Invesco Solar ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. TAN delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | TAN | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $1.5B | $663.5B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 42 | 3,543 | |
| YTD Return | +1.41% | +14.22% | |
| 1Y Return | +41.89% | +22.19% | |
| 3Y Return (annualized) | -5.48% | +21.27% | |
| 5Y Return (annualized) | -9.35% | +12.23% | |
| Volatility (annualized) | 43.7% | 15.3% | |
| Max Drawdown | -95.3% | -56.6% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 15, 2008 | May 24, 2001 |
TAN vs VTI Performance
Invesco Solar ETF (TAN) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TAN returned +41.89% while VTI returned +22.19%. Year to date, TAN is up 1.41% versus a gain of 14.22% for VTI.
Over three years, TAN compounded at -5.48% per year against +21.27% for VTI; over five years the annualized figures are -9.35% and +12.23% respectively. Across the full 18-year window we track, VTI has the edge at +8.14% annualized vs -6.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TAN has been the more volatile fund, with annualized monthly volatility of 43.7% compared with 15.3% 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 -95.3% for TAN and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TAN charges 0.70% per year while VTI charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, TAN currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
TAN and VTI share 6 holdings out of 2812 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TAN or VTI?
TAN has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, TAN or VTI?
Over the past year TAN returned +41.89% vs +22.19% for VTI, so TAN leads on 1-year performance. Over the longest common window we track (18 years), TAN annualized -6.87% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, TAN or VTI?
TAN has been the more volatile fund at 43.7% annualized versus 15.3% for VTI. Worst drawdown: TAN -95.3% vs VTI -56.6%.
Should I hold both TAN and VTI?
TAN and VTI have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TAN and VTI?
TAN and VTI share 6 common holdings with a 0.1% weight overlap. Combined, they hold 2812 unique securities.
Which pays a higher dividend, TAN or VTI?
TAN yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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