VLLU vs VTI

VLLU vs VTI

Which is better, VLLU or VTI?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VTIHigher Returns: split

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

MetricVLLUVTI
Expense Ratio0.25%0.03%Best
AUM$5M$666.9B
Dividend Yield1.35%1.03%
Holdings753,543
Volatility (annualized)10.7%Best13.2%
Max Drawdown-16.6%Best-19.3%
$10,000 over 2 years$13,865$14,410Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 3, 2024May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 13 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VLLU has data through Aug 28, 2026 and VTI through Sep 10, 2026.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 5, 2024 to Aug 28, 2026 (2 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 10.7% for VLLU. 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 -16.6% for VLLU 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VLLU charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, VLLU currently yields 1.35% against 1.03% for VTI.

Holdings Overlap

VLLU already in VTI90.7%

At least 90.7% of VLLU's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of VLLU is already inside VTI. Owning both mostly buys the same companies twice.

66 positions in common, counted across the 74 positions we hold weights for in VLLU and 2,787 in VTI, against full books of 75 and 3,543.

Top Shared Holdings

StockWeight in VLLUWeight in VTIDifference
AAPLApple, Inc3.51%5.84%2.33%
GOOGLAlphabet A Usd 0.0016.15%2.88%3.27%
NVDANvidia Corp.1.71%6.32%4.61%
JNJJohnson & Johnson4.75%0.84%3.91%
MUMicron Technology, Inc.3.67%1.79%1.88%
VVisa Inc3.14%0.77%2.37%
BACBank Of America Corp.3.30%0.50%2.80%
BKBank Of New York Mellon Corp.3.39%0.14%3.25%
CCitigroup Inc.3.01%0.32%2.69%
MLIMueller Industries Inc3.03%0.02%3.01%

90.7% of VLLU 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.

VLLUVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VLLU or VTI?

VLLU has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.

Which is riskier, VLLU or VTI?

VTI has been the more volatile fund at 13.2% annualized versus 10.7% for VLLU. Worst drawdown: VLLU -16.6% vs VTI -19.3%.

Should I hold both VLLU and VTI?

VLLU and VTI have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VLLU and VTI?

At least 90.7% of VLLU's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 66 positions in common, counted across the 74 positions we hold weights for in VLLU and 2,787 in VTI.

Which pays a higher dividend, VLLU or VTI?

VLLU yields 1.35% while VTI yields 1.03%, so VLLU currently pays the higher dividend yield.

Is VTI better than VLLU?

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