TLTE vs VTI

TLTE vs VTI
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Quick Verdict

VTI has a lower expense ratio. TLTE delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TLTEMore Diversified: VTI

Side-by-Side Comparison

MetricTLTEVTIWinner
Expense Ratio0.57%0.03%
AUM$357M$666.9B
Dividend Yield3.35%1.07%
Holdings3,1063,543
YTD Return+18.62%+12.23%
1Y Return+32.38%+20.11%
3Y Return (annualized)+20.03%+20.52%
5Y Return (annualized)+7.86%+11.49%
Volatility (annualized)16.6%15.3%
Max Drawdown-47.6%-56.6%
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 25, 2012May 24, 2001

TLTE vs VTI Performance

Northern Trust Morningstar Emerging Markets Factor Tilt ETF (TLTE) is a ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TLTE returned +32.38% while VTI returned +20.11%. Year to date, TLTE is up 18.62% versus a gain of 12.23% for VTI.

Over three years, TLTE compounded at +20.03% per year against +20.52% for VTI; over five years the annualized figures are +7.86% and +11.49% respectively. Across the full 14-year window we track, VTI has the edge at +8.04% annualized vs +4.52%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TLTE has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -47.6% for TLTE 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TLTE charges 0.57% per year while VTI charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, TLTE currently yields 3.35% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TLTE and VTI share 6 holdings out of 5748 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TLTEWeight in VTIDifference
UTMD0.19%0.00%0.19%
SPPJ:ZA0.07%0.00%0.07%
196170:KR0.04%0.00%0.04%
SMProProPro
UAVSProProPro
EAST:EGProProPro
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Frequently Asked Questions

Which is cheaper, TLTE or VTI?

TLTE has an expense ratio of 0.57% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, TLTE or VTI?

Over the past year TLTE returned +32.38% vs +20.11% for VTI, so TLTE leads on 1-year performance. Over the longest common window we track (14 years), TLTE annualized +4.52% vs +8.04% for VTI. Past performance does not guarantee future results.

Which is riskier, TLTE or VTI?

TLTE has been the more volatile fund at 16.6% annualized versus 15.3% for VTI. Worst drawdown: TLTE -47.6% vs VTI -56.6%.

Should I hold both TLTE and VTI?

TLTE and VTI have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TLTE and VTI?

TLTE and VTI share 6 common holdings with a 0.0% weight overlap. Combined, they hold 5748 unique securities.

Which pays a higher dividend, TLTE or VTI?

TLTE yields 3.35% while VTI yields 1.07%, so TLTE currently pays the higher dividend yield.

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