ULTI vs VTI

ULTI vs VTI

Which is better, ULTI or VTI?

Option Writing against Large Cap Blend.

VTI has a lower expense ratio.

Lower Fees: 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

MetricULTIVTI
Expense Ratio1.32%0.03%Best
AUM$20M$666.9B
Dividend Yield117.97%1.03%
Holdings1033,543
YTD Return-30.16%+11.65%Best
1Y Return-+17.34%
3Y Return (annualized)-+20.35%
5Y Return (annualized)-+11.72%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionOct 31, 2025May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ULTI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ULTI vs VTI Performance

REX IncomeMax Option Strategy ETF (ULTI) is an ETF from REX Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, ULTI is down 30.16% versus a gain of 11.65% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

ULTI charges 1.32% per year while VTI charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, ULTI currently yields 117.97% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 19 holdings in ULTI and 2,787 in VTI, totalling 93.2% 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, 16 positions appear in both.

16 positions in common, counted across the 19 positions we hold weights for in ULTI and 2,787 in VTI, against full books of 103 and 3,543.

Top Shared Holdings

StockWeight in ULTIWeight in VTIDifference
MUMicron Technology, Inc.4.95%1.79%3.16%
SNDKSandisk Corp/De5.58%0.46%5.12%
CBRSCerebras Systems Inc.5.25%0.00%5.25%
VRTVertiv Group Corp5.07%0.18%4.89%
FIGFigma Inc-Cl A5.18%0.00%5.18%
MRNAModerna Inc5.13%0.03%5.10%
DELLDell Technologies Inc.4.84%0.17%4.67%
ASTSAst Spacemobile Inc4.97%0.03%4.94%
VGVenture Global, Inc. Class A % 01/00/19004.88%0.00%4.88%
NVTSNavitas Semiconductor Corp4.83%0.00%4.83%

You are not choosing between two funds in isolation.

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

ULTIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ULTI or VTI?

ULTI has an expense ratio of 1.32% while VTI charges 0.03%. VTI is the cheaper option, by $129 a year on a $10,000 investment.

Which pays a higher dividend, ULTI or VTI?

ULTI yields 117.97% while VTI yields 1.03%, so ULTI currently pays the higher dividend yield.

Is VTI better than ULTI?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.