VTI vs WCAP

VTI vs WCAP

Which is better, VTI or WCAP?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 45.1%.

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

MetricVTIWCAP
Expense Ratio0.03%Best1.00%
AUM$666.9B$61M
Dividend Yield1.03%0.04%
Holdings3,54331
YTD Return+12.30%Best-5.64%
1Y Return+16.08%Best-9.22%
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.36%-
Volatility (annualized)13.1%12.6%Best
Max Drawdown-8.9%Best-15.9%
$10,000 over 1 years$11,661Best$9,194
Top 10 Weight33.3%Best45.1%
Fund FamilyVanguard (US)Warren Capital Group
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 24, 2001Sep 11, 2025

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 11, 2025 to Sep 18, 2026 (1 years).

VTI vs WCAP 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 years both funds cover.

VTI vs WCAP Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and WarCap Unconstrained Equity ETF (WCAP) is an ETF from Warren Capital Group. Over the past year VTI returned +16.08% while WCAP returned -9.22%. Year to date, VTI is up 12.30% versus a loss of 5.64% for WCAP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 12.6% for WCAP. 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 -8.9% for VTI and -15.9% for WCAP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while WCAP 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 0.04% for WCAP.

Holdings Overlap

VTI already in WCAP17.6%
WCAP already in VTI72.2%

17.6% of VTI's money is in holdings WCAP also owns. 72.2% of WCAP's money is in holdings VTI also owns.

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

The two holdings books were reported 92 days apart, VTI as of Jul 31, 2026 and WCAP as of Apr 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

22 positions in common, counted across the 3,463 positions we hold weights for in VTI and 30 in WCAP, against full books of 3,543 and 31.

What only one of them owns

Our book lists 1 positions for WCAP that do not appear in our book for VTI (3.9% of the fund), and 1,128 for VTI that do not appear in WCAP (79.8%).

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 VTIWeight in WCAPDifference
AAPLApple, Inc6.29%3.74%2.55%
GOOGLAlphabet Inc,class A2.90%3.49%0.59%
METAMeta Platforms Inc1.70%4.36%2.66%
TSLATesla Inc1.22%4.76%3.54%
GEVGe Vernova, Inc.0.37%4.99%4.62%
CRWDCrowdstrike Holdings Inc0.26%4.60%4.34%
NFLXNetflix, Inc.0.42%4.33%3.91%
MAMastercard Inc0.63%4.00%3.37%
FSLRFirst Solar, Inc0.03%4.46%4.43%
VRTVertiv Holdings Co0.13%3.36%3.23%

72.2% of WCAP 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.

VTIWCAP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or WCAP?

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

Which performed better, VTI or WCAP?

Over the past year VTI returned +16.08% vs -9.22% for WCAP, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +16.61% vs -8.06% for WCAP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or WCAP?

VTI has been the more volatile fund at 13.1% annualized versus 12.6% for WCAP. Worst drawdown: VTI -8.9% vs WCAP -15.9%.

Should I hold both VTI and WCAP?

VTI and WCAP have a monthly-return correlation of 0.75, 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 WCAP?

72.2% of WCAP's money is in holdings VTI also owns. 72.2% of WCAP's is in holdings VTI also owns. They hold 22 positions in common, counted across the 3,463 positions we hold weights for in VTI and 30 in WCAP.

Which pays a higher dividend, VTI or WCAP?

VTI yields 1.03% while WCAP yields 0.04%, so VTI currently pays the higher dividend yield.

Is WCAP better than VTI?

VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 45.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.