VTI vs WCAP

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWCAPWinner
Expense Ratio0.03%1.00%
AUM$663.5B$60M
Dividend Yield1.07%0.04%
Holdings3,54331
YTD Return+14.22%-2.66%
1Y Return+22.19%-5.30%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.23%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-15.9%
Fund FamilyVanguard (US)Warren Capital Group
CategoryEquityEquity
InceptionMay 24, 2001Sep 11, 2025

VTI vs WCAP Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and WarCap Unconstrained Equity ETF (WCAP) is a ETF from Warren Capital Group. Over the past year VTI returned +22.19% while WCAP returned -5.30%. Year to date, VTI is up 14.22% versus a loss of 2.66% for WCAP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -15.9% for WCAP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.07% against 0.04% for WCAP.

Holdings Overlap

15.4%overlap

VTI and WCAP share 22 holdings out of 2791 unique holdings combined, representing a 15.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WCAPDifference
AAPL5.84%3.74%2.10%
TSLA1.63%4.76%3.13%
GOOGL2.88%3.49%0.61%
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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. On a $10,000 investment, that is $97 per year of difference.

Which performed better, VTI or WCAP?

Over the past year VTI returned +22.19% vs -5.30% for WCAP, so VTI leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between VTI and WCAP?

VTI and WCAP share 22 common holdings with a 15.4% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, VTI or WCAP?

VTI yields 1.07% while WCAP yields 0.04%, so VTI currently pays the higher dividend yield.

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