TEKX vs VTI

Quick Verdict

VTI has a lower expense ratio. TEKX delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TEKXMore Diversified: VTI

Side-by-Side Comparison

MetricTEKXVTIWinner
Expense Ratio0.65%0.03%
AUM$16M$663.5B
Dividend Yield0.20%1.07%
Holdings713,543
YTD Return+53.63%+14.96%
1Y Return+96.74%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)47.5%15.4%
Max Drawdown-43.8%-56.6%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 9, 2024May 24, 2001

TEKX vs VTI Performance

State Street Galaxy Transformative Tech Accelerators ETF (TEKX) is a ETF from SPDR State Street Global Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TEKX returned +96.74% while VTI returned +22.39%. Year to date, TEKX is up 53.63% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

TEKX has been the more volatile fund, with annualized monthly volatility of 47.5% 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 -43.8% for TEKX 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TEKX charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, TEKX currently yields 0.20% against 1.07% for VTI.

Holdings Overlap

15.0%overlap

TEKX and VTI share 27 holdings out of 2790 unique holdings combined, representing a 15.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TEKXWeight in VTIDifference
NVDA4.43%6.32%1.89%
MSFT4.38%3.81%0.57%
RIOT6.78%0.01%6.77%
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Frequently Asked Questions

Which is cheaper, TEKX or VTI?

TEKX has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, TEKX or VTI?

Over the past year TEKX returned +96.74% vs +22.39% for VTI, so TEKX leads on 1-year performance. Over the longest common window we track (2 years), TEKX annualized +68.03% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, TEKX or VTI?

TEKX has been the more volatile fund at 47.5% annualized versus 15.4% for VTI. Worst drawdown: TEKX -43.8% vs VTI -56.6%.

Should I hold both TEKX and VTI?

TEKX and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TEKX and VTI?

TEKX and VTI share 27 common holdings with a 15.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, TEKX or VTI?

TEKX yields 0.20% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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