VSDM vs VTI

VSDM vs VTI

Which is better, VSDM or VTI?

Municipal Bond against Large Cap Blend.

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

Lower Fees: VTIHigher Returns: 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

MetricVSDMVTI
Expense Ratio0.12%0.03%Best
AUM$835M$666.9B
Dividend Yield3.13%1.03%
Holdings2,8583,543
YTD Return-1.52%+11.06%Best
1Y Return-1.01%+15.41%Best
3Y Return (annualized)-+20.48%
5Y Return (annualized)-+11.52%
Volatility (annualized)2.3%Best13.0%
Max Drawdown-2.8%Best-19.3%
$10,000 over 1.8 years$10,462$12,822Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionNov 19, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 16, 2026 (1.8 years).

VSDM 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.

VSDM vs VTI Performance

Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an ETF from Vanguard (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year VSDM returned -1.01% while VTI returned +15.41%. Year to date, VSDM is down 1.52% versus a gain of 11.06% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 2.3% for VSDM. 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 -2.8% for VSDM 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VSDM charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, VSDM currently yields 3.13% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 5 holdings in VSDM and 3,463 in VTI, totalling 0.1% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 5 positions we hold weights for in VSDM and 3,463 in VTI, against full books of 2,858 and 3,543.

You are not choosing between two funds in isolation.

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

VSDMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VSDM or VTI?

VSDM has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, VSDM or VTI?

Over the past year VSDM returned -1.01% vs +15.41% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VSDM annualized +2.54% vs +14.81% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VSDM or VTI?

VTI has been the more volatile fund at 13.0% annualized versus 2.3% for VSDM. Worst drawdown: VSDM -2.8% vs VTI -19.3%.

Should I hold both VSDM and VTI?

VSDM and VTI have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VSDM or VTI?

VSDM yields 3.13% while VTI yields 1.03%, so VSDM currently pays the higher dividend yield.

Is VTI better than VSDM?

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