TILT vs VTI

TILT vs VTI

Which is better, TILT or VTI?

Nearly the same fund. VTI costs less.

VTI has a lower expense ratio. TILT led over the full window, VTI over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: VTIHigher Returns: split

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

MetricTILTVTI
Expense Ratio0.25%0.03%Best
AUM$2.2B$666.9B
Dividend Yield1.05%1.03%
Holdings1,9293,543
YTD Return+12.76%Best+12.57%
1Y Return+17.12%+17.22%Best
3Y Return (annualized)+19.61%+20.87%Best
5Y Return (annualized)+11.44%+11.86%Best
Volatility (annualized)15.5%14.5%Best
Max Drawdown-38.5%-35.0%Best
$10,000 over 5 years$17,187$17,514Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 16, 2011May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2011 to Sep 11, 2026 (15 years).

TILT 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 15 years both funds cover.

TILT vs VTI Performance

Northern Trust Morningstar US Market Factor Tilt ETF (TILT) is an ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TILT returned +17.12% while VTI returned +17.22%. Year to date, TILT is up 12.76% versus a gain of 12.57% for VTI.

Over three years, TILT compounded at +19.61% per year against +20.87% for VTI; over five years the annualized figures are +11.44% and +11.86% respectively. Across the full 15-year window we track, TILT has the edge at +14.43% annualized vs +13.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TILT has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.5% 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 -38.5% for TILT and -35.0% 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TILT charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, TILT currently yields 1.05% against 1.03% for VTI.

Holdings Overlap

TILT already in VTI90.2%

At least 90.2% of TILT's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

1,502 positions in common, counted across the 1,902 positions we hold weights for in TILT and 2,787 in VTI, against full books of 1,929 and 3,543.

Top Shared Holdings

StockWeight in TILTWeight in VTIDifference
NVDANvidia Corp.5.21%6.32%1.11%
AAPLApple, Inc4.39%5.84%1.45%
MSFTMicrosoft Corp 4.100 Feb 06 373.62%3.81%0.19%
AMZNAmazon.Com Inc2.60%3.17%0.57%
GOOGLAlphabet A Usd 0.0011.98%2.88%0.90%
AVGOBroadcom Inc1.91%2.46%0.55%
GOOGAlphabet Inc1.59%2.27%0.68%
MUMicron Technology, Inc.1.26%1.79%0.53%
TSLATesla Inc0.91%1.63%0.72%
BRK.BBerkshire Hathaway B1.16%1.24%0.08%

90.2% of TILT 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.

TILTVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TILT or VTI?

TILT has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, TILT or VTI?

Over the past year TILT returned +17.12% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (15 years), TILT annualized +14.43% vs +13.89% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TILT or VTI?

TILT has been the more volatile fund at 15.5% annualized versus 14.5% for VTI. Worst drawdown: TILT -38.5% vs VTI -35.0%.

Should I hold both TILT and VTI?

TILT and VTI have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between TILT and VTI?

At least 90.2% of TILT's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 1,502 positions in common, counted across the 1,902 positions we hold weights for in TILT and 2,787 in VTI.

Which pays a higher dividend, TILT or VTI?

TILT yields 1.05% while VTI yields 1.03%, so TILT currently pays the higher dividend yield.

Is VTI better than TILT?

VTI has a lower expense ratio. TILT led over the full window, VTI over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.