TXUG vs VTI

TXUG 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

MetricTXUGVTIWinner
Expense Ratio0.70%0.03%
AUM$5M$666.9B
Dividend Yield0.46%1.07%
Holdings423,543
YTD Return+11.95%+13.67%
1Y Return+8.20%+22.17%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)14.5%15.3%
Max Drawdown-18.6%-56.6%
Fund FamilyThornburg Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 23, 2025May 24, 2001

TXUG vs VTI Performance

Thornburg International Growth ETF (TXUG) is a ETF from Thornburg Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TXUG returned +8.20% while VTI returned +22.17%. Year to date, TXUG is up 11.95% versus a gain of 13.67% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.5% for TXUG. 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 -18.6% for TXUG 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TXUG charges 0.70% per year while VTI charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, TXUG currently yields 0.46% against 1.07% for VTI.

Holdings Overlap

5.4%overlap

TXUG and VTI share 6 holdings out of 2823 unique holdings combined, representing a 5.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TXUGWeight in VTIDifference
NVDA1.60%6.32%4.72%
AMD4.54%1.30%3.24%
AMZN1.58%3.17%1.59%
MAProProPro
ANETProProPro
CDNSProProPro
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Frequently Asked Questions

Which is cheaper, TXUG or VTI?

TXUG has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, TXUG or VTI?

Over the past year TXUG returned +8.20% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), TXUG annualized +7.19% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, TXUG or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.5% for TXUG. Worst drawdown: TXUG -18.6% vs VTI -56.6%.

Should I hold both TXUG and VTI?

TXUG and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TXUG and VTI?

TXUG and VTI share 6 common holdings with a 5.4% weight overlap. Combined, they hold 2823 unique securities.

Which pays a higher dividend, TXUG or VTI?

TXUG yields 0.46% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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