VTI vs WDE

VTI vs WDE
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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

MetricVTIWDEWinner
Expense Ratio0.03%0.19%
AUM$666.9B$20M
Dividend Yield1.07%0.40%
Holdings3,54346
YTD Return+13.67%+0.08%
1Y Return+22.17%-
3Y Return (annualized)+21.93%-
5Y Return (annualized)+12.51%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-1.9%
Fund FamilyVanguard (US)Principal Funds
CategoryEquityFixed Income
InceptionMay 24, 2001May 21, 2026

VTI vs WDE Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Principal Securitized Debt ETF (WDE) is a ETF from Principal Funds. Year to date, VTI is up 13.67% versus a gain of 0.08% for WDE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -1.9% for WDE. 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 WDE charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.40% for WDE.

Holdings Overlap

0.0%overlap

VTI and WDE share 0 holdings out of 2804 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VTI or WDE?

VTI has an expense ratio of 0.03% while WDE charges 0.19%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

What is the holdings overlap between VTI and WDE?

VTI and WDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2804 unique securities.

Which pays a higher dividend, VTI or WDE?

VTI yields 1.07% while WDE yields 0.40%, so VTI currently pays the higher dividend yield.

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