TRUD 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

MetricTRUDVTIWinner
Expense Ratio0.16%0.03%
AUM$38M$663.5B
Dividend Yield0.34%1.07%
Holdings523,543
YTD Return+2.57%+14.96%
1Y Return+8.07%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)16.7%15.4%
Max Drawdown-16.0%-56.6%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionAug 20, 2025May 24, 2001

TRUD vs VTI Performance

VanEck Consumer Discretionary TruSector ETF (TRUD) is a ETF from VanEck and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TRUD returned +8.07% while VTI returned +22.39%. Year to date, TRUD is up 2.57% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

TRUD has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -16.0% for TRUD 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TRUD charges 0.16% per year while VTI charges 0.03%. On a $10,000 position that is $16 vs $3 annually, a gap of $13 per year that compounds over a long holding period. On income, TRUD currently yields 0.34% against 1.07% for VTI.

Holdings Overlap

7.9%overlap

TRUD and VTI share 43 holdings out of 2788 unique holdings combined, representing a 7.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TRUDWeight in VTIDifference
AMZN26.40%3.17%23.23%
TSLA6.44%1.63%4.81%
HD2.31%0.48%1.83%
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Frequently Asked Questions

Which is cheaper, TRUD or VTI?

TRUD has an expense ratio of 0.16% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, TRUD or VTI?

Over the past year TRUD returned +8.07% vs +22.39% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, TRUD or VTI?

TRUD has been the more volatile fund at 16.7% annualized versus 15.4% for VTI. Worst drawdown: TRUD -16.0% vs VTI -56.6%.

Should I hold both TRUD and VTI?

TRUD and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TRUD and VTI?

TRUD and VTI share 43 common holdings with a 7.9% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, TRUD or VTI?

TRUD yields 0.34% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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