UPSX vs VTI
Tradr 2X Long UPST Daily ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | UPSX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.03% | |
| AUM | $19M | $663.5B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 6 | 3,543 | |
| YTD Return | -72.56% | +14.22% | |
| 1Y Return | -88.77% | +22.19% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 113.4% | 15.3% | |
| Max Drawdown | -95.0% | -56.6% | |
| Fund Family | Tradr ETFs | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 9, 2025 | May 24, 2001 |
UPSX vs VTI Performance
Tradr 2X Long UPST Daily ETF (UPSX) is a ETF from Tradr ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year UPSX returned -88.77% while VTI returned +22.19%. Year to date, UPSX is down 72.56% versus a gain of 14.22% for VTI.
Risk: Volatility and Drawdowns
UPSX has been the more volatile fund, with annualized monthly volatility of 113.4% 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 -95.0% for UPSX 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
UPSX charges 1.30% per year while VTI charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, UPSX currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
UPSX and VTI share 1 holdings out of 2783 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in UPSX | Weight in VTI | Difference |
|---|---|---|---|
| UPST | 5.06% | 0.00% | 5.06% |
Frequently Asked Questions
Which is cheaper, UPSX or VTI?
UPSX has an expense ratio of 1.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $127 per year of difference.
Which performed better, UPSX or VTI?
Over the past year UPSX returned -88.77% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), UPSX annualized -83.87% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, UPSX or VTI?
UPSX has been the more volatile fund at 113.4% annualized versus 15.3% for VTI. Worst drawdown: UPSX -95.0% vs VTI -56.6%.
Should I hold both UPSX and VTI?
UPSX and VTI have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UPSX and VTI?
UPSX and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2783 unique securities.
Which pays a higher dividend, UPSX or VTI?
UPSX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.