VEGN vs VTI
US Vegan Climate ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, VEGN or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VEGN led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 38.1%.
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
| Metric | VEGN | VTI |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $187M | $690.1B |
| Dividend Yield | 0.50% | 1.03% |
| Holdings | 520 | 3,524 |
| YTD Return | +30.78%Best | +12.51% |
| 1Y Return | +34.22%Best | +15.23% |
| 3Y Return (annualized) | +28.54%Best | +22.50% |
| 5Y Return (annualized) | +15.58%Best | +12.31% |
| Volatility (annualized) | 20.6% | 17.0%Best |
| Max Drawdown | -34.4%Best | -35.0% |
| $10,000 over 5 years | $20,626Best | $17,869 |
| Top 10 Weight | 38.1% | 33.3%Best |
| Fund Family | Beyond Invesing | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 9, 2019 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Sep 10, 2019 to Oct 1, 2026 (7.1 years).
VEGN 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 7.1 years both funds cover.
VEGN vs VTI Performance
US Vegan Climate ETF (VEGN) is an ETF from Beyond Invesing and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year VEGN returned +34.22% while VTI returned +15.23%. Year to date, VEGN is up 30.78% versus a gain of 12.51% for VTI.
Over three years, VEGN compounded at +28.54% per year against +22.50% for VTI; over five years the annualized figures are +15.58% and +12.31% respectively. Across the full 7-year window we track, VEGN has the edge at +18.34% annualized vs +14.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VEGN has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 17.0% 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 -34.4% for VEGN and -35.0% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
VEGN charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, VEGN currently yields 0.50% against 1.03% for VTI.
Holdings Overlap
98.0% of VEGN's money is in holdings VTI also owns. 39.8% of VTI's money is in holdings VEGN also owns.
Most of VEGN is already inside VTI. Owning both mostly buys the same companies twice.
251 positions in common, counted across the 260 positions we hold weights for in VEGN and 3,463 in VTI, against full books of 520 and 3,524.
What only one of them owns
Our book lists 914 positions for VTI that do not appear in our book for VEGN (57.7% of the fund), and 3 for VEGN that do not appear in VTI (0.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VEGN | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.67% | 6.29% | 1.62% |
| NVDANvidia Corp | 4.16% | 6.40% | 2.24% |
| MUMicron Technology, Inc. | 5.29% | 1.29% | 4.00% |
| GOOGLAlphabet Inc,class A | 3.67% | 2.90% | 0.77% |
| AVGOBroadcom Inc | 3.70% | 2.56% | 1.14% |
| AMDAdvanced Micro Devices Inc | 4.37% | 1.08% | 3.29% |
| VVisa Inc Class A | 3.58% | 0.83% | 2.75% |
| MAMastercard Inc | 3.04% | 0.63% | 2.41% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.80% | 0.57% | 2.23% |
| INTCIntel Corporation | 2.78% | 0.50% | 2.28% |
98.0% of VEGN is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VEGN or VTI?
VEGN has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, VEGN or VTI?
Over the past year VEGN returned +34.22% vs +15.23% for VTI, so VEGN leads on 1-year performance. Over the longest common window we track (7 years), VEGN annualized +18.34% vs +14.94% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VEGN or VTI?
VEGN has been the more volatile fund at 20.6% annualized versus 17.0% for VTI. Worst drawdown: VEGN -34.4% vs VTI -35.0%.
Should I hold both VEGN and VTI?
VEGN and VTI have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between VEGN and VTI?
98.0% of VEGN's money is in holdings VTI also owns. 39.8% of VTI's is in holdings VEGN also owns. They hold 251 positions in common, counted across the 260 positions we hold weights for in VEGN and 3,463 in VTI.
Which pays a higher dividend, VEGN or VTI?
VEGN yields 0.50% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than VEGN?
VTI has a lower expense ratio. VEGN led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.