TWM vs VTI

TWM vs VTI

Which is better, TWM or VTI?

Opposite sides of the same exposure.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.88, so holding both offsets the exposure while paying both fees.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTWMVTI
Expense Ratio0.95%0.03%Best
AUM$48M$666.9B
Dividend Yield5.40%1.03%
Holdings103,543
YTD Return-24.69%+12.30%Best
1Y Return-27.61%+16.08%Best
3Y Return (annualized)-29.40%+21.01%Best
5Y Return (annualized)-17.98%+12.36%Best
Volatility (annualized)39.0%15.9%Best
Max Drawdown--56.6%
$10,000 over 5 years$3,712$17,908Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionJan 23, 2007May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 25, 2007 to Sep 18, 2026 (19.6 years).

TWM vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.6 years both funds cover.

TWM vs VTI Performance

ProShares UltraShort Russell2000 (TWM) is an ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TWM returned -27.61% while VTI returned +16.08%. Year to date, TWM is down 24.69% versus a gain of 12.30% for VTI.

Over three years, TWM compounded at -29.40% per year against +21.01% for VTI; over five years the annualized figures are -17.98% and +12.36% respectively. Across the full 20-year window we track, VTI has the edge at +9.31% annualized vs -29.03%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TWM has been the more volatile fund, with annualized monthly volatility of 39.0% compared with 15.9% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.88. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

TWM charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, TWM currently yields 5.40% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in TWM and 3,463 in VTI, totalling 88.8% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in TWM and 3,463 in VTI, against full books of 10 and 3,543.

You are not choosing between two funds in isolation.

Whichever of TWM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TWMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TWM or VTI?

TWM has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, TWM or VTI?

Over the past year TWM returned -27.61% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), TWM annualized -29.03% vs +9.31% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TWM or VTI?

TWM has been the more volatile fund at 39.0% annualized versus 15.9% for VTI.

Should I hold both TWM and VTI?

TWM and VTI have a monthly-return correlation of -0.88, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, TWM or VTI?

TWM yields 5.40% while VTI yields 1.03%, so TWM currently pays the higher dividend yield.

Is VTI better than TWM?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.88, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.