UBEW vs VTI

UBEW vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricUBEWVTIWinner
Expense Ratio0.99%0.03%
AUM$4M$666.9B
Dividend Yield41.62%1.07%
Holdings53,543
YTD Return-21.59%+13.67%
1Y Return-+22.17%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)-15.3%
Max Drawdown-48.3%-56.6%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionOct 23, 2025May 24, 2001

UBEW vs VTI Performance

Roundhill UBER WeeklyPay ETF (UBEW) is a ETF from Roundhill Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, UBEW is down 21.59% versus a gain of 13.67% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -48.3% for UBEW and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

UBEW charges 0.99% per year while VTI charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, UBEW currently yields 41.62% against 1.07% for VTI.

Holdings Overlap

0.2%overlap

UBEW and VTI share 1 holdings out of 2788 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UBEWWeight in VTIDifference
UBER31.81%0.20%31.61%

Frequently Asked Questions

Which is cheaper, UBEW or VTI?

UBEW has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

What is the holdings overlap between UBEW and VTI?

UBEW and VTI share 1 common holdings with a 0.2% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, UBEW or VTI?

UBEW yields 41.62% while VTI yields 1.07%, so UBEW currently pays the higher dividend yield.

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