TOKE vs VTI

TOKE vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: TOKEMore Diversified: VTI

Side-by-Side Comparison

MetricTOKEVTIWinner
Expense Ratio0.44%0.03%
AUM$14M$666.9B
Dividend Yield1.06%1.07%
Holdings243,543
YTD Return-15.35%+13.14%
1Y Return+22.73%+22.35%
3Y Return (annualized)-2.52%+21.83%
5Y Return (annualized)-20.07%+12.01%
Volatility (annualized)35.5%15.3%
Max Drawdown-83.3%-56.6%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJul 25, 2019May 24, 2001

TOKE vs VTI Performance

Cambria Cannabis ETF (TOKE) is a ETF from Cambria Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TOKE returned +22.73% while VTI returned +22.35%. Year to date, TOKE is down 15.35% versus a gain of 13.14% for VTI.

Over three years, TOKE compounded at -2.52% per year against +21.83% for VTI; over five years the annualized figures are -20.07% and +12.01% respectively. Across the full 7-year window we track, VTI has the edge at +8.09% annualized vs -17.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TOKE has been the more volatile fund, with annualized monthly volatility of 35.5% 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 -83.3% for TOKE 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TOKE charges 0.44% per year while VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, TOKE currently yields 1.06% against 1.07% for VTI.

Holdings Overlap

0.6%overlap

TOKE and VTI share 5 holdings out of 2798 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TOKEWeight in VTIDifference
TPB6.81%0.00%6.81%
PM4.78%0.39%4.39%
MO4.17%0.17%4.00%
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Frequently Asked Questions

Which is cheaper, TOKE or VTI?

TOKE has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, TOKE or VTI?

Over the past year TOKE returned +22.73% vs +22.35% for VTI, so TOKE leads on 1-year performance. Over the longest common window we track (7 years), TOKE annualized -17.89% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, TOKE or VTI?

TOKE has been the more volatile fund at 35.5% annualized versus 15.3% for VTI. Worst drawdown: TOKE -83.3% vs VTI -56.6%.

Should I hold both TOKE and VTI?

TOKE and VTI have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TOKE and VTI?

TOKE and VTI share 5 common holdings with a 0.6% weight overlap. Combined, they hold 2798 unique securities.

Which pays a higher dividend, TOKE or VTI?

TOKE yields 1.06% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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