VTI vs WCEO
Vanguard Morningstar Total Stock Market ETF vs Hypatia Women CEO ETF
Quick Verdict
VTI has a lower expense ratio. WCEO delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VTI | WCEO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $666.9B | $12M | |
| Dividend Yield | 1.07% | 0.55% | |
| Holdings | 3,543 | 155 | |
| YTD Return | +13.14% | +18.61% | |
| 1Y Return | +22.35% | +24.82% | |
| 3Y Return (annualized) | +21.83% | +16.42% | |
| 5Y Return (annualized) | +12.01% | - | |
| Volatility (annualized) | 15.3% | 16.3% | |
| Max Drawdown | -56.6% | -25.9% | |
| Fund Family | Vanguard (US) | Hypatia Invest | |
| Category | Equity | Equity | |
| Inception | May 24, 2001 | Jan 6, 2023 |
VTI vs WCEO Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Hypatia Women CEO ETF (WCEO) is a ETF from Hypatia Invest. Over the past year VTI returned +22.35% while WCEO returned +24.82%. Year to date, VTI is up 13.14% versus a gain of 18.61% for WCEO.
Over three years, VTI compounded at +21.83% per year against +16.42% for WCEO. Across the full 4-year window we track, WCEO has the edge at +13.42% annualized vs +8.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCEO has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -25.9% for WCEO. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VTI charges 0.03% per year while WCEO charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.55% for WCEO.
Holdings Overlap
VTI and WCEO share 114 holdings out of 2836 unique holdings combined, representing a 4.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VTI or WCEO?
VTI has an expense ratio of 0.03% while WCEO charges 0.85%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, VTI or WCEO?
Over the past year VTI returned +22.35% vs +24.82% for WCEO, so WCEO leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +8.09% vs +13.42% for WCEO. Past performance does not guarantee future results.
Which is riskier, VTI or WCEO?
WCEO has been the more volatile fund at 16.3% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs WCEO -25.9%.
Should I hold both VTI and WCEO?
VTI and WCEO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VTI and WCEO?
VTI and WCEO share 114 common holdings with a 4.8% weight overlap. Combined, they hold 2836 unique securities.
Which pays a higher dividend, VTI or WCEO?
VTI yields 1.07% while WCEO yields 0.55%, so VTI currently pays the higher dividend yield.
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