VTI vs WCMG

VTI vs WCMG
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWCMGWinner
Expense Ratio0.03%0.85%
AUM$666.9B$3M
Dividend Yield1.07%0.00%
Holdings3,54347
YTD Return+14.82%+12.18%
1Y Return+22.43%-
3Y Return (annualized)+21.93%-
5Y Return (annualized)+12.34%-
Volatility (annualized)15.4%-
Max Drawdown-56.6%-5.0%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityEquity
InceptionMay 24, 2001Apr 21, 2026

VTI vs WCMG Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and First Trust WCM Global Equity ETF (WCMG) is a ETF from First Trust Portfolios (US). Year to date, VTI is up 14.82% versus a gain of 12.18% for WCMG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -5.0% for WCMG. 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 WCMG 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 0.00% for WCMG.

Holdings Overlap

4.6%overlap

VTI and WCMG share 15 holdings out of 2817 unique holdings combined, representing a 4.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WCMGDifference
GOOGL2.88%5.20%2.32%
TPR0.04%3.40%3.36%
BKD0.00%3.33%3.33%
IBKRProProPro
GEProProPro
WDCProProPro
EBAYProProPro
THCProProPro
VLOProProPro
JANProProPro
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Frequently Asked Questions

Which is cheaper, VTI or WCMG?

VTI has an expense ratio of 0.03% while WCMG charges 0.85%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

What is the holdings overlap between VTI and WCMG?

VTI and WCMG share 15 common holdings with a 4.6% weight overlap. Combined, they hold 2817 unique securities.

Which pays a higher dividend, VTI or WCMG?

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

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