VTI vs WDIV

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

MetricVTIWDIVWinner
Expense Ratio0.03%0.40%
AUM$663.5B$276M
Dividend Yield1.07%4.29%
Holdings3,543128
YTD Return+13.87%+13.06%
1Y Return+23.31%+22.42%
3Y Return (annualized)+21.17%+18.32%
5Y Return (annualized)+12.23%+8.96%
Volatility (annualized)15.3%14.7%
Max Drawdown-56.6%-44.5%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionMay 24, 2001May 29, 2013

VTI vs WDIV Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street SPDR S&P Global Dividend ETF (WDIV) is a ETF from SPDR State Street Global Advisors. Over the past year VTI returned +23.31% while WDIV returned +22.42%. Year to date, VTI is up 13.87% versus a gain of 13.06% for WDIV.

Over three years, VTI compounded at +21.17% per year against +18.32% for WDIV; over five years the annualized figures are +12.23% and +8.96% respectively. Across the full 13-year window we track, VTI has the edge at +8.13% annualized vs +4.46%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.7% for WDIV. 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 -44.5% for WDIV. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while WDIV charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 4.29% for WDIV.

Holdings Overlap

0.7%overlap

VTI and WDIV share 16 holdings out of 2861 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WDIVDifference
MO0.17%1.72%1.55%
HIW0.00%1.83%1.83%
VZ0.22%1.45%1.23%
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Frequently Asked Questions

Which is cheaper, VTI or WDIV?

VTI has an expense ratio of 0.03% while WDIV charges 0.40%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, VTI or WDIV?

Over the past year VTI returned +23.31% vs +22.42% for WDIV, so VTI leads on 1-year performance. Over the longest common window we track (13 years), VTI annualized +8.13% vs +4.46% for WDIV. Past performance does not guarantee future results.

Which is riskier, VTI or WDIV?

VTI has been the more volatile fund at 15.3% annualized versus 14.7% for WDIV. Worst drawdown: VTI -56.6% vs WDIV -44.5%.

Should I hold both VTI and WDIV?

VTI and WDIV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and WDIV?

VTI and WDIV share 16 common holdings with a 0.7% weight overlap. Combined, they hold 2861 unique securities.

Which pays a higher dividend, VTI or WDIV?

VTI yields 1.07% while WDIV yields 4.29%, so WDIV currently pays the higher dividend yield.

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