VTI vs WCBR

Quick Verdict

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

Lower Fees: VTIHigher Returns: WCBRMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWCBRWinner
Expense Ratio0.03%0.45%
AUM$663.5B$104M
Dividend Yield1.07%0.00%
Holdings3,54332
YTD Return+14.22%+53.43%
1Y Return+22.19%+41.06%
3Y Return (annualized)+21.27%+28.67%
5Y Return (annualized)+12.23%+9.92%
Volatility (annualized)15.3%29.2%
Max Drawdown-56.6%-52.3%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
InceptionMay 24, 2001Jan 26, 2021

VTI vs WCBR Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and WisdomTree Cybersecurity Fund (WCBR) is a ETF from WisdomTree Investments. Over the past year VTI returned +22.19% while WCBR returned +41.06%. Year to date, VTI is up 14.22% versus a gain of 53.43% for WCBR.

Over three years, VTI compounded at +21.27% per year against +28.67% for WCBR; over five years the annualized figures are +12.23% and +9.92% respectively. Across the full 6-year window we track, WCBR has the edge at +10.11% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WCBR has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 15.3% 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 -56.6% for VTI and -52.3% for WCBR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while WCBR charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.00% for WCBR.

Holdings Overlap

1.1%overlap

VTI and WCBR share 18 holdings out of 2790 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WCBRDifference
S0.00%6.74%6.74%
CRWD0.25%6.33%6.08%
ZS0.02%5.58%5.56%
DDOGProProPro
PANWProProPro
FTNTProProPro
NETProProPro
NTSKProProPro
RBRKProProPro
TENBProProPro
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Frequently Asked Questions

Which is cheaper, VTI or WCBR?

VTI has an expense ratio of 0.03% while WCBR charges 0.45%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, VTI or WCBR?

Over the past year VTI returned +22.19% vs +41.06% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), VTI annualized +8.14% vs +10.11% for WCBR. Past performance does not guarantee future results.

Which is riskier, VTI or WCBR?

WCBR has been the more volatile fund at 29.2% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs WCBR -52.3%.

Should I hold both VTI and WCBR?

VTI and WCBR have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and WCBR?

VTI and WCBR share 18 common holdings with a 1.1% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, VTI or WCBR?

VTI yields 1.07% while WCBR yields 0.00%, so VTI currently pays the higher dividend yield.

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