TWM vs VTI

TWM 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

MetricTWMVTIWinner
Expense Ratio0.95%0.03%
AUM$41M$666.9B
Dividend Yield5.31%1.07%
Holdings103,543
YTD Return-31.42%+12.65%
1Y Return-44.41%+21.39%
3Y Return (annualized)-59.55%+21.54%
5Y Return (annualized)-41.93%+12.11%
Volatility (annualized)43.0%15.3%
Max Drawdown-100.0%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 23, 2007May 24, 2001

TWM vs VTI Performance

ProShares UltraShort Russell2000 (TWM) is a ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TWM returned -44.41% while VTI returned +21.39%. Year to date, TWM is down 31.42% versus a gain of 12.65% for VTI.

Over three years, TWM compounded at -59.55% per year against +21.54% for VTI; over five years the annualized figures are -41.93% and +12.11% respectively. Across the full 20-year window we track, VTI has the edge at +8.07% annualized vs -35.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TWM has been the more volatile fund, with annualized monthly volatility of 43.0% 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 -100.0% for TWM 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 -0.83. They move independently enough that combining them can meaningfully diversify a portfolio.

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 5.31% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TWM and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $92 per year of difference.

Which performed better, TWM or VTI?

Over the past year TWM returned -44.41% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), TWM annualized -35.04% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, TWM or VTI?

TWM has been the more volatile fund at 43.0% annualized versus 15.3% for VTI. Worst drawdown: TWM -100.0% vs VTI -56.6%.

Should I hold both TWM and VTI?

TWM and VTI have a monthly-return correlation of -0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TWM and VTI?

TWM and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, TWM or VTI?

TWM yields 5.31% while VTI yields 1.07%, so TWM currently pays the higher dividend yield.

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