TYG vs VTI

TYG vs VTI

Which is better, TYG or VTI?

Mid Cap Value against Large Cap Blend.

VTI has a lower expense ratio. TYG led over 3Y and 5Y, VTI over 1Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricTYGVTI
Expense Ratio1.49%0.03%Best
AUM$1.1B$666.9B
Dividend Yield12.21%1.03%
Holdings413,543
YTD Return+15.10%Best+11.65%
1Y Return+16.14%+17.34%Best
3Y Return (annualized)+26.34%Best+20.35%
5Y Return (annualized)+21.67%Best+11.72%
Volatility (annualized)34.9%15.1%Best
Max Drawdown-97.3%-56.6%Best
$10,000 over 5 years$26,664Best$17,404
Fund FamilyTortoiseEcofin FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionFeb 27, 2004May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 25, 2004 to Sep 10, 2026 (22.5 years).

TYG 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 22.5 years both funds cover.

TYG vs VTI Performance

Tortoise Energy Infrastructure Corporation (TYG) is an ETF from TortoiseEcofin Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TYG returned +16.14% while VTI returned +17.34%. Year to date, TYG is up 15.10% versus a gain of 11.65% for VTI.

Over three years, TYG compounded at +26.34% per year against +20.35% for VTI; over five years the annualized figures are +21.67% and +11.72% respectively. Across the full 23-year window we track, VTI has the edge at +9.22% annualized vs -1.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYG has been the more volatile fund, with annualized monthly volatility of 34.9% compared with 15.1% 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 -97.3% for TYG and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TYG charges 1.49% per year while VTI charges 0.03%. On a $10,000 position that is $149 vs $3 annually, a gap of $146 per year that compounds over a long holding period. On income, TYG currently yields 12.21% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 33 holdings in TYG and 2,787 in VTI, totalling 125.6% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 22 positions appear in both.

The two holdings books were reported 122 days apart, TYG as of Feb 28, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

22 positions in common, counted across the 33 positions we hold weights for in TYG and 2,787 in VTI, against full books of 41 and 3,543.

Top Shared Holdings

StockWeight in TYGWeight in VTIDifference
WMBWilliams Cos. Inc.10.98%0.12%10.86%
TRGPTarga Resources Corp.10.24%0.08%10.16%
EVRGEvergy Inc.8.93%0.03%8.90%
SRESempra Energy6.51%0.08%6.43%
CEGConstellation Energy Corp6.15%0.11%6.04%
DTMDt Midstream Inc4.64%0.02%4.62%
NRGNrg Energy Inc.4.46%0.04%4.42%
VSTVistra Energy Corp.4.28%0.07%4.21%
OKEOneok Inc.4.23%0.08%4.15%
TLNTalen Energy3.80%0.02%3.78%

You are not choosing between two funds in isolation.

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

TYGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TYG or VTI?

TYG has an expense ratio of 1.49% while VTI charges 0.03%. VTI is the cheaper option, by $146 a year on a $10,000 investment.

Which performed better, TYG or VTI?

Over the past year TYG returned +16.14% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (23 years), TYG annualized -1.33% vs +9.22% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TYG or VTI?

TYG has been the more volatile fund at 34.9% annualized versus 15.1% for VTI. Worst drawdown: TYG -97.3% vs VTI -56.6%.

Should I hold both TYG and VTI?

TYG and VTI have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, TYG or VTI?

TYG yields 12.21% while VTI yields 1.03%, so TYG currently pays the higher dividend yield.

Is VTI better than TYG?

VTI has a lower expense ratio. TYG led over 3Y and 5Y, VTI over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.