VTI vs WELD

Quick Verdict

VTI has a lower expense ratio. WELD delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: WELDMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWELDWinner
Expense Ratio0.03%0.75%
AUM$663.5B$292M
Dividend Yield1.07%0.21%
Holdings3,54325
YTD Return+13.87%-6.62%
1Y Return+23.31%-
3Y Return (annualized)+21.17%-
5Y Return (annualized)+12.23%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-14.5%
Fund FamilyVanguard (US)Tema Global Limited
CategoryEquityEquity
InceptionMay 24, 2001May 10, 2023

VTI vs WELD Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Tema US Manufacturing & Reshoring ETF (WELD) is a ETF from Tema Global Limited. Year to date, VTI is up 13.87% versus a loss of 6.62% for WELD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -14.5% for WELD. 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 WELD charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.21% for WELD.

Holdings Overlap

1.9%overlap

VTI and WELD share 19 holdings out of 2787 unique holdings combined, representing a 1.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WELDDifference
TKR0.01%8.15%8.14%
CGNX0.02%6.88%6.86%
TEX0.01%6.68%6.67%
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GTESProProPro
POWLProProPro
PHProProPro
ETNProProPro
LIN:IEProProPro
ATIProProPro
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Frequently Asked Questions

Which is cheaper, VTI or WELD?

VTI has an expense ratio of 0.03% while WELD charges 0.75%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between VTI and WELD?

VTI and WELD share 19 common holdings with a 1.9% weight overlap. Combined, they hold 2787 unique securities.

Which pays a higher dividend, VTI or WELD?

VTI yields 1.07% while WELD yields 0.21%, so VTI currently pays the higher dividend yield.

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