VTI vs WEBS

VTI vs WEBS

Which is better, VTI or WEBS?

Opposite sides of the same exposure.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.77, so holding both offsets the exposure while paying both fees.

Lower Fees: VTIHigher Returns: 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

MetricVTIWEBS
Expense Ratio0.03%Best1.07%
AUM$666.9B$7M
Dividend Yield1.07%3.20%
Holdings3,5436
YTD Return+13.59%Best-31.59%
1Y Return+20.00%Best-20.54%
3Y Return (annualized)+20.95%Best-48.25%
5Y Return (annualized)+11.81%Best-34.41%
Volatility (annualized)17.3%Best65.2%
Max Drawdown-35.0%-
$10,000 over 5 years$17,474Best$1,214
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Equity
InceptionMay 24, 2001Nov 7, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 4, 2026 (6.8 years).

VTI vs WEBS 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 6.8 years both funds cover.

VTI vs WEBS Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Direxion Daily Dow Jones Internet Bear 3X ETF (WEBS) is an ETF from Direxion Shares ETF Trust. Over the past year VTI returned +20.00% while WEBS returned -20.54%. Year to date, VTI is up 13.59% versus a loss of 31.59% for WEBS.

Over three years, VTI compounded at +20.95% per year against -48.25% for WEBS; over five years the annualized figures are +11.81% and -34.41% respectively. Across the full 7-year window we track, VTI has the edge at +15.13% annualized vs -52.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEBS has been the more volatile fund, with annualized monthly volatility of 65.2% compared with 17.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.77. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

VTI charges 0.03% per year while WEBS charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 3.20% for WEBS.

Holdings Overlap

We hold position weights for 2,788 holdings in VTI and 2 in WEBS, totalling 92.3% and 119.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2,788 positions we hold weights for in VTI and 2 in WEBS, against full books of 3,543 and 6.

You are not choosing between two funds in isolation.

Whichever of VTI and WEBS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VTIWEBS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or WEBS?

VTI has an expense ratio of 0.03% while WEBS charges 1.07%. VTI is the cheaper option, by $104 a year on a $10,000 investment.

Which performed better, VTI or WEBS?

Over the past year VTI returned +20.00% vs -20.54% for WEBS, so VTI leads on 1-year performance. Over the longest common window we track (7 years), VTI annualized +15.13% vs -52.19% for WEBS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or WEBS?

WEBS has been the more volatile fund at 65.2% annualized versus 17.3% for VTI.

Should I hold both VTI and WEBS?

VTI and WEBS have a monthly-return correlation of -0.77, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, VTI or WEBS?

VTI yields 1.07% while WEBS yields 3.20%, so WEBS currently pays the higher dividend yield.

Is WEBS better than VTI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.77, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.