VTI vs WANT

VTI vs WANT

Which is better, VTI or WANT?

Large Cap Blend against Trading-Leveraged Equity.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 76.5%.

Lower Fees: VTIHigher Returns: VTILess 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

MetricVTIWANT
Expense Ratio0.03%Best1.00%
AUM$666.9B$19M
Dividend Yield1.03%0.54%
Holdings3,54354
YTD Return+12.08%Best-24.91%
1Y Return+16.31%Best-31.98%
3Y Return (annualized)+20.83%Best+5.11%
5Y Return (annualized)+11.89%Best-11.69%
Volatility (annualized)17.3%Best69.7%
Max Drawdown-35.0%Best-85.9%
$10,000 over 5 years$17,537Best$5,371
Top 10 Weight33.3%Best76.5%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 24, 2001Nov 29, 2018

Volatility and max drawdown are measured over the window both funds cover: Nov 29, 2018 to Sep 14, 2026 (7.8 years).

VTI vs WANT 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 7.8 years both funds cover.

VTI vs WANT Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Direxion Daily Consumer Discretionary Bull 3X ETF (WANT) is an ETF from Direxion Shares ETF Trust. Over the past year VTI returned +16.31% while WANT returned -31.98%. Year to date, VTI is up 12.08% versus a loss of 24.91% for WANT.

Over three years, VTI compounded at +20.83% per year against +5.11% for WANT; over five years the annualized figures are +11.89% and -11.69% respectively. Across the full 8-year window we track, VTI has the edge at +14.55% annualized vs +5.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WANT has been the more volatile fund, with annualized monthly volatility of 69.7% compared with 17.3% 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 -35.0% for VTI and -85.9% for WANT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while WANT charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, VTI currently yields 1.03% against 0.54% for WANT.

Holdings Overlap

VTI already in WANT8.3%
WANT already in VTI75.2%

8.3% of VTI's money is in holdings WANT also owns. 75.2% of WANT's money is in holdings VTI also owns.

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

47 positions in common, counted across the 3,463 positions we hold weights for in VTI and 49 in WANT, against full books of 3,543 and 54.

What only one of them owns

Measured across the 3,463 and 49 positions we hold weights for.

VTI holds 1,103 positions WANT does not, 89.1% of the fund.

Largest: NVDA 6.40%, AAPL 6.29%, MSFT 4.79%, GOOGL 2.90%, AVGO 2.56%

Top Shared Holdings

StockWeight in VTIWeight in WANTDifference
AMZNAmazon.Com Inc3.65%18.34%14.69%
TSLATesla Inc1.22%12.83%11.61%
HDHome Depot Inc/The0.46%4.08%3.62%
MCDMcdonald'S Corp0.27%3.10%2.83%
BKNGBooking Holdings, Inc.0.21%2.91%2.70%
TJXTjx Cos Inc0.24%2.66%2.42%
SBUXStarbucks Corp0.17%2.32%2.15%
LOWLowes Cos., Inc.0.16%2.15%1.99%
DASHDoordash Inc - A0.10%1.64%1.54%
GMGeneral Motors Co0.11%1.48%1.37%

75.2% of WANT 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.

VTIWANT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or WANT?

VTI has an expense ratio of 0.03% while WANT charges 1.00%. VTI is the cheaper option, by $97 a year on a $10,000 investment.

Which performed better, VTI or WANT?

Over the past year VTI returned +16.31% vs -31.98% for WANT, so VTI leads on 1-year performance. Over the longest common window we track (8 years), VTI annualized +14.55% vs +5.39% for WANT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or WANT?

WANT has been the more volatile fund at 69.7% annualized versus 17.3% for VTI. Worst drawdown: VTI -35.0% vs WANT -85.9%.

Should I hold both VTI and WANT?

VTI and WANT have a monthly-return correlation of 0.88, 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 VTI and WANT?

75.2% of WANT's money is in holdings VTI also owns. 75.2% of WANT's is in holdings VTI also owns. They hold 47 positions in common, counted across the 3,463 positions we hold weights for in VTI and 49 in WANT.

Which pays a higher dividend, VTI or WANT?

VTI yields 1.03% while WANT yields 0.54%, so VTI currently pays the higher dividend yield.

Is WANT better than VTI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 76.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.