TMDV vs VTI

TMDV vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTMDVVTIWinner
Expense Ratio0.35%0.03%
AUM$5M$666.9B
Dividend Yield2.46%1.07%
Holdings663,543
YTD Return+14.45%+13.67%
1Y Return+11.55%+22.17%
3Y Return (annualized)+7.51%+21.93%
5Y Return (annualized)+4.47%+12.51%
Volatility (annualized)16.3%15.3%
Max Drawdown-33.4%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
InceptionNov 5, 2019May 24, 2001

TMDV vs VTI Performance

ProShares Russell US Dividend Growers ETF (TMDV) is a ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TMDV returned +11.55% while VTI returned +22.17%. Year to date, TMDV is up 14.45% versus a gain of 13.67% for VTI.

Over three years, TMDV compounded at +7.51% per year against +21.93% for VTI; over five years the annualized figures are +4.47% and +12.51% respectively. Across the full 7-year window we track, VTI has the edge at +8.11% annualized vs +6.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMDV has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -33.4% for TMDV 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMDV charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, TMDV currently yields 2.46% against 1.07% for VTI.

Holdings Overlap

5.5%overlap

TMDV and VTI share 53 holdings out of 2799 unique holdings combined, representing a 5.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TMDVWeight in VTIDifference
JNJ1.64%0.84%0.80%
WMT1.38%0.68%0.70%
PG1.51%0.47%1.04%
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KOProProPro
ABTProProPro
CVXProProPro
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Frequently Asked Questions

Which is cheaper, TMDV or VTI?

TMDV has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, TMDV or VTI?

Over the past year TMDV returned +11.55% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), TMDV annualized +6.76% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, TMDV or VTI?

TMDV has been the more volatile fund at 16.3% annualized versus 15.3% for VTI. Worst drawdown: TMDV -33.4% vs VTI -56.6%.

Should I hold both TMDV and VTI?

TMDV and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMDV and VTI?

TMDV and VTI share 53 common holdings with a 5.5% weight overlap. Combined, they hold 2799 unique securities.

Which pays a higher dividend, TMDV or VTI?

TMDV yields 2.46% while VTI yields 1.07%, so TMDV currently pays the higher dividend yield.

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