TMAT vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTMATVTIWinner
Expense Ratio0.85%0.03%
AUM$233M$663.5B
Dividend Yield0.02%1.07%
Holdings983,543
YTD Return+20.37%+14.96%
1Y Return+19.82%+22.39%
3Y Return (annualized)+27.54%+21.51%
5Y Return (annualized)+5.89%+12.36%
Volatility (annualized)28.3%15.4%
Max Drawdown-58.5%-56.6%
Fund FamilyMain Management ETF Advisors, LLCVanguard (US)
CategoryEquityEquity
InceptionJan 28, 2021May 24, 2001

TMAT vs VTI Performance

Main Thematic Innovation ETF (TMAT) is a ETF from Main Management ETF Advisors, LLC and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TMAT returned +19.82% while VTI returned +22.39%. Year to date, TMAT is up 20.37% versus a gain of 14.96% for VTI.

Over three years, TMAT compounded at +27.54% per year against +21.51% for VTI; over five years the annualized figures are +5.89% and +12.36% respectively. Across the full 6-year window we track, VTI has the edge at +8.16% annualized vs +3.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMAT has been the more volatile fund, with annualized monthly volatility of 28.3% 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 -58.5% for TMAT 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMAT charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, TMAT currently yields 0.02% against 1.07% for VTI.

Holdings Overlap

8.7%overlap

TMAT and VTI share 78 holdings out of 2802 unique holdings combined, representing a 8.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TMATWeight in VTIDifference
MU2.22%1.79%0.43%
PANW2.53%0.38%2.15%
LITE2.59%0.09%2.50%
CIENProProPro
AMDProProPro
GEVProProPro
KEYSProProPro
CRWDProProPro
ADSKProProPro
UBERProProPro
FundXLS Pro
See all 10 holdings TMAT shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, TMAT or VTI?

TMAT has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, TMAT or VTI?

Over the past year TMAT returned +19.82% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), TMAT annualized +3.92% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, TMAT or VTI?

TMAT has been the more volatile fund at 28.3% annualized versus 15.4% for VTI. Worst drawdown: TMAT -58.5% vs VTI -56.6%.

Should I hold both TMAT and VTI?

TMAT and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMAT and VTI?

TMAT and VTI share 78 common holdings with a 8.7% weight overlap. Combined, they hold 2802 unique securities.

Which pays a higher dividend, TMAT or VTI?

TMAT yields 0.02% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.