VTI vs WEBL

VTI vs WEBL

Which is better, VTI or WEBL?

Large Cap Blend against Trading-Leveraged Equity.

VTI has a lower expense ratio. VTI led over 1Y, 5Y and the full window, WEBL over 3Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 74.8%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVTIWEBL
Expense Ratio0.03%Best0.96%
AUM$666.9B$95M
Dividend Yield1.03%0.15%
Holdings3,54347
YTD Return+12.30%Best+8.22%
1Y Return+16.08%Best-17.65%
3Y Return (annualized)+21.01%+35.70%Best
5Y Return (annualized)+12.36%Best-19.01%
Volatility (annualized)17.3%Best72.6%
Max Drawdown-35.0%Best-94.4%
$10,000 over 5 years$17,908Best$3,485
Top 10 Weight33.3%Best74.8%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 24, 2001Nov 7, 2019

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 18, 2026 (6.9 years).

VTI vs WEBL growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.9 years both funds cover.

VTI vs WEBL Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Direxion Daily Dow Jones Internet Bull 3X ETF (WEBL) is an ETF from Direxion Shares ETF Trust. Over the past year VTI returned +16.08% while WEBL returned -17.65%. Year to date, VTI is up 12.30% versus a gain of 8.22% for WEBL.

Over three years, VTI compounded at +21.01% per year against +35.70% for WEBL; over five years the annualized figures are +12.36% and -19.01% respectively. Across the full 7-year window we track, VTI has the edge at +14.85% annualized vs +2.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEBL has been the more volatile fund, with annualized monthly volatility of 72.6% compared with 17.3% 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 -35.0% for VTI and -94.4% for WEBL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while WEBL charges 0.96%. On a $10,000 position that is $3 vs $96 annually, a gap of $93 per year that compounds over a long holding period. On income, VTI currently yields 1.03% against 0.15% for WEBL.

Holdings Overlap

VTI already in WEBL13.8%
WEBL already in VTI61.7%

13.8% of VTI's money is in holdings WEBL also owns. 61.7% of WEBL's money is in holdings VTI also owns.

The two portfolios partly overlap.

40 positions in common, counted across the 3,463 positions we hold weights for in VTI and 43 in WEBL, against full books of 3,543 and 47.

What only one of them owns

Measured across the 3,463 and 43 positions we hold weights for.

VTI holds 1,110 positions WEBL does not, 83.6% of the fund.

Largest: NVDA 6.40%, AAPL 6.29%, MSFT 4.79%, AVGO 2.56%, LLY 1.35%

Top Shared Holdings

StockWeight in VTIWeight in WEBLDifference
AMZNAmazon.Com Inc3.65%6.11%2.46%
METAMeta Platforms Inc1.70%5.78%4.08%
GOOGLAlphabet Inc,class A2.90%2.98%0.08%
CSCOCisco Systems Inc. - Ordinary Shares0.57%4.57%4.00%
GOOGAlphabet Inc2.31%2.38%0.07%
CRMSalesforce Inc Crm Us Equity0.20%3.88%3.68%
ANETArista Networks Inc.0.27%3.20%2.93%
BKNGBooking Holdings, Inc.0.21%3.13%2.92%
NFLXNetflix, Inc.0.42%2.53%2.11%
ORCLOracle Corp - Common0.31%2.54%2.23%

61.7% of WEBL is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VTIWEBL

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Frequently Asked Questions

Which is cheaper, VTI or WEBL?

VTI has an expense ratio of 0.03% while WEBL charges 0.96%. VTI is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, VTI or WEBL?

Over the past year VTI returned +16.08% vs -17.65% for WEBL, so VTI leads on 1-year performance. Over the longest common window we track (7 years), VTI annualized +14.85% vs +2.84% for WEBL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or WEBL?

WEBL has been the more volatile fund at 72.6% annualized versus 17.3% for VTI. Worst drawdown: VTI -35.0% vs WEBL -94.4%.

Should I hold both VTI and WEBL?

VTI and WEBL have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VTI and WEBL?

61.7% of WEBL's money is in holdings VTI also owns. 61.7% of WEBL's is in holdings VTI also owns. They hold 40 positions in common, counted across the 3,463 positions we hold weights for in VTI and 43 in WEBL.

Which pays a higher dividend, VTI or WEBL?

VTI yields 1.03% while WEBL yields 0.15%, so VTI currently pays the higher dividend yield.

Is WEBL better than VTI?

VTI has a lower expense ratio. VTI led over 1Y, 5Y and the full window, WEBL over 3Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 74.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.