Quick Verdict

VTI has a lower expense ratio. VOLT delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VOLTMore Diversified: VTI

Side-by-Side Comparison

MetricVOLTVTIWinner
Expense Ratio0.75%0.03%
AUM$758M$663.5B
Dividend Yield0.32%1.07%
Holdings313,543
YTD Return+28.12%+14.20%
1Y Return+39.79%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)24.4%15.3%
Max Drawdown-23.4%-56.6%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
InceptionDec 3, 2024May 24, 2001

VOLT vs VTI Performance

Tema Electrification ETF (VOLT) is a ETF from Tema Global Limited and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year VOLT returned +39.79% while VTI returned +24.16%. Year to date, VOLT is up 28.12% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -23.4% for VOLT 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOLT charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, VOLT currently yields 0.32% against 1.07% for VTI.

Holdings Overlap

3.0%overlap

VOLT and VTI share 23 holdings out of 2789 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOLTWeight in VTIDifference
BELF.B7.61%0.00%7.61%
POWL5.95%0.01%5.94%
ETN5.59%0.23%5.36%
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Frequently Asked Questions

Which is cheaper, VOLT or VTI?

VOLT has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, VOLT or VTI?

Over the past year VOLT returned +39.79% vs +24.16% for VTI, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +28.01% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, VOLT or VTI?

VOLT has been the more volatile fund at 24.4% annualized versus 15.3% for VTI. Worst drawdown: VOLT -23.4% vs VTI -56.6%.

Should I hold both VOLT and VTI?

VOLT and VTI have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOLT and VTI?

VOLT and VTI share 23 common holdings with a 3.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, VOLT or VTI?

VOLT yields 0.32% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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