VEGN vs VTI
US Vegan Climate ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VEGN delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VEGN | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $189M | $666.9B | |
| Dividend Yield | 0.52% | 1.07% | |
| Holdings | 263 | 3,543 | |
| YTD Return | +25.93% | +12.65% | |
| 1Y Return | +36.96% | +21.39% | |
| 3Y Return (annualized) | +26.45% | +21.54% | |
| 5Y Return (annualized) | +14.43% | +12.11% | |
| Volatility (annualized) | 20.8% | 15.3% | |
| Max Drawdown | -34.4% | -56.6% | |
| Fund Family | Beyond Invesing | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 9, 2019 | May 24, 2001 |
VEGN vs VTI Performance
US Vegan Climate ETF (VEGN) is a ETF from Beyond Invesing and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year VEGN returned +36.96% while VTI returned +21.39%. Year to date, VEGN is up 25.93% versus a gain of 12.65% for VTI.
Over three years, VEGN compounded at +26.45% per year against +21.54% for VTI; over five years the annualized figures are +14.43% and +12.11% respectively. Across the full 7-year window we track, VEGN has the edge at +18.03% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VEGN has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -34.4% for VEGN 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 0.93. 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 0.52% against 1.07% for VTI.
Holdings Overlap
VEGN and VTI share 17 holdings out of 2791 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $57 per year of difference.
Which performed better, VEGN or VTI?
Over the past year VEGN returned +36.96% vs +21.39% for VTI, so VEGN leads on 1-year performance. Over the longest common window we track (7 years), VEGN annualized +18.03% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, VEGN or VTI?
VEGN has been the more volatile fund at 20.8% annualized versus 15.3% for VTI. Worst drawdown: VEGN -34.4% vs VTI -56.6%.
Should I hold both VEGN and VTI?
VEGN and VTI have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between VEGN and VTI?
VEGN and VTI share 17 common holdings with a 7.7% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, VEGN or VTI?
VEGN yields 0.52% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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