TEKY vs VTI

TEKY vs VTI

Which is better, TEKY or VTI?

TEKY has been ahead.

VTI has a lower expense ratio. TEKY led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.1%.

Lower Fees: VTIHigher Returns: TEKYLess 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

MetricTEKYVTI
Expense Ratio0.50%0.03%Best
AUM-$666.9B
Dividend Yield0.17%1.03%
Holdings513,543
YTD Return+23.02%Best+13.60%
1Y Return+22.79%Best+18.17%
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+12.14%
Volatility (annualized)27.5%11.9%Best
Max Drawdown-21.4%-8.9%Best
$10,000 over 1.5 years$18,819Best$15,713
Top 10 Weight37.1%33.3%Best
Fund FamilyLazard Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 4, 2025May 24, 2001

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 7, 2025 to Sep 25, 2026 (1.5 years).

TEKY 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 1.5 years both funds cover.

TEKY vs VTI Performance

Lazard Next Gen Technologies ETF (TEKY) is an ETF from Lazard Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TEKY returned +22.79% while VTI returned +18.17%. Year to date, TEKY is up 23.02% versus a gain of 13.60% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TEKY has been the more volatile fund, with annualized monthly volatility of 27.5% compared with 11.9% 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 -21.4% for TEKY and -8.9% 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TEKY charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, TEKY currently yields 0.17% against 1.03% for VTI.

Holdings Overlap

TEKY already in VTI63.1%
VTI already in TEKY25.4%

63.1% of TEKY's money is in holdings VTI also owns. 25.4% of VTI's money is in holdings TEKY also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 46 positions we hold weights for in TEKY and 3,463 in VTI, against full books of 51 and 3,543.

What only one of them owns

Our book lists 1,126 positions for VTI that do not appear in our book for TEKY (72.1% of the fund), and 1 for TEKY that do not appear in VTI (1.4%).

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 TEKYWeight in VTIDifference
NVDANvidia Corp5.72%6.40%0.68%
GOOGLAlphabet Inc,class A5.24%2.90%2.34%
AMZNAmazon.Com Inc4.25%3.65%0.60%
MSFTMicrosoft Corp1.87%4.79%2.92%
AVGOBroadcom Inc3.48%2.56%0.92%
AMDAdvanced Micro Devices Inc3.14%1.08%2.06%
CRWDCrowdstrike Holdings Inc3.23%0.26%2.97%
PLTRPalantir Technologies Inc2.95%0.37%2.58%
PANWPalo Alto Networks, Inc2.65%0.38%2.27%
DDOGDatadog Inc2.77%0.12%2.65%

63.1% of TEKY 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.

TEKYVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TEKY or VTI?

TEKY has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, TEKY or VTI?

Over the past year TEKY returned +22.79% vs +18.17% for VTI, so TEKY leads on 1-year performance. Over the longest common window we track (2 years), TEKY annualized +52.43% vs +35.16% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TEKY or VTI?

TEKY has been the more volatile fund at 27.5% annualized versus 11.9% for VTI. Worst drawdown: TEKY -21.4% vs VTI -8.9%.

Should I hold both TEKY and VTI?

TEKY and VTI have a monthly-return correlation of 0.86, 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 TEKY and VTI?

63.1% of TEKY's money is in holdings VTI also owns. 25.4% of VTI's is in holdings TEKY also owns. They hold 25 positions in common, counted across the 46 positions we hold weights for in TEKY and 3,463 in VTI.

Which pays a higher dividend, TEKY or VTI?

TEKY yields 0.17% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than TEKY?

VTI has a lower expense ratio. TEKY led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.