USSH vs VTI

USSH vs VTI

Which is better, USSH or VTI?

Short Term High Quality against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricUSSHVTI
Expense Ratio0.15%0.03%Best
AUM$23M$666.9B
Dividend Yield3.65%1.03%
Holdings263,543
YTD Return+0.50%+12.57%Best
1Y Return+1.64%+17.22%Best
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)1.6%Best12.4%
Max Drawdown-0.9%Best-19.3%
$10,000 over 2.5 years$11,083$15,231Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High QualityLarge Cap Blend
InceptionMar 14, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 14, 2024 to Sep 11, 2026 (2.5 years).

USSH 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 2.5 years both funds cover.

USSH vs VTI Performance

WisdomTree 1-3 Year Laddered Treasury Fund ETF (USSH) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year USSH returned +1.64% while VTI returned +17.22%. Year to date, USSH is up 0.50% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 1.6% for USSH. 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 -0.9% for USSH and -19.3% 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 0.21. They move largely independently of each other.

Fees and Cost Over Time

USSH charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, USSH currently yields 3.65% against 1.03% for VTI.

You are not choosing between two funds in isolation.

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

USSHVTI

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Frequently Asked Questions

Which is cheaper, USSH or VTI?

USSH has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, USSH or VTI?

Over the past year USSH returned +1.64% vs +17.22% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USSH or VTI?

VTI has been the more volatile fund at 12.4% annualized versus 1.6% for USSH. Worst drawdown: USSH -0.9% vs VTI -19.3%.

Should I hold both USSH and VTI?

USSH and VTI have a monthly-return correlation of 0.21, 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, USSH or VTI?

USSH yields 3.65% while VTI yields 1.03%, so USSH currently pays the higher dividend yield.

Is VTI better than USSH?

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