VOLT vs VTI

VOLT vs VTI

Which is better, VOLT or VTI?

VOLT has been ahead.

VTI has a lower expense ratio. VOLT led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 84.6%.

Lower Fees: VTIHigher Returns: VOLTLess Concentrated: 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

MetricVOLTVTI
Expense Ratio0.75%0.03%Best
AUM$714M$666.9B
Dividend Yield0.37%1.03%
Holdings303,543
YTD Return+19.41%Best+12.43%
1Y Return+25.16%Best+15.92%
3Y Return (annualized)-+22.42%
5Y Return (annualized)-+12.37%
Volatility (annualized)24.4%12.8%Best
Max Drawdown-23.4%-19.3%Best
$10,000 over 1.8 years$14,047Best$12,670
Top 10 Weight84.6%33.3%Best
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 3, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 28, 2026 (1.8 years).

VOLT 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 1.8 years both funds cover.

VOLT vs VTI Performance

Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year VOLT returned +25.16% while VTI returned +15.92%. Year to date, VOLT is up 19.41% versus a gain of 12.43% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 12.8% 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 -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 0.56. They move together some of the time, and apart the rest.

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 0.37% against 1.03% for VTI.

Holdings Overlap

VOLT already in VTI15.5%

15.5% of VOLT's money is in holdings VTI also owns.

VOLT and VTI share little of their money.

2 positions in common, counted across the 27 positions we hold weights for in VOLT and 3,463 in VTI, against full books of 30 and 3,543.

What only one of them owns

Our book lists 1,149 positions for VTI that do not appear in our book for VOLT (97.4% of the fund), and 1 for VOLT that do not appear in VTI (0.2%).

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

StockWeight in VOLTWeight in VTIDifference
ALBAlbemarle Corp.15.35%0.02%15.33%
FEAM5E Advanced Materials Inc_None_None0.12%0.00%0.12%

You are not choosing between two funds in isolation.

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

VOLTVTI

Free for up to 10 holdings. No account needed.

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, by $72 a year on a $10,000 investment.

Which performed better, VOLT or VTI?

Over the past year VOLT returned +25.16% vs +15.92% for VTI, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +20.78% vs +14.05% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VOLT or VTI?

VOLT has been the more volatile fund at 24.4% annualized versus 12.8% for VTI. Worst drawdown: VOLT -23.4% vs VTI -19.3%.

Should I hold both VOLT and VTI?

VOLT and VTI have a monthly-return correlation of 0.56, 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 VOLT and VTI?

15.5% of VOLT's money is in holdings VTI also owns. 0.0% of VTI's is in holdings VOLT also owns. They hold 2 positions in common, counted across the 27 positions we hold weights for in VOLT and 3,463 in VTI.

Which pays a higher dividend, VOLT or VTI?

VOLT yields 0.37% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than VOLT?

VTI has a lower expense ratio. VOLT led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 84.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.