VTI vs WELD

VTI vs WELD

Which is better, VTI or WELD?

WELD has been ahead.

VTI has a lower expense ratio. WELD led over 1Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 57.1%.

Lower Fees: VTIHigher Returns (1Y): WELDLess 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

MetricVTIWELD
Expense Ratio0.03%Best0.75%
AUM$666.9B$273M
Dividend Yield1.03%0.24%
Holdings3,54324
YTD Return+12.30%Best-15.55%
1Y Return+16.08%-
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.36%-
Top 10 Weight33.3%Best57.1%
Fund FamilyVanguard (US)Tema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 24, 2001May 10, 2023

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VTI vs WELD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VTI vs WELD Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, VTI is up 12.30% versus a loss of 15.55% for WELD.

Past performance does not guarantee future results.

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 1.03% against 0.24% for WELD.

Holdings Overlap

VTI already in WELD1.0%
WELD already in VTI45.5%

1.0% of VTI's money is in holdings WELD also owns. 45.5% of WELD's money is in holdings VTI also owns.

The two portfolios partly overlap.

11 positions in common, counted across the 3,463 positions we hold weights for in VTI and 47 in WELD, against full books of 3,543 and 24.

What only one of them owns

Our book lists 0 positions for WELD that do not appear in our book for VTI (0.0% of the fund), and 1,139 for VTI that do not appear in WELD (96.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VTIWeight in WELDDifference
NEENextera Energy Inc0.25%9.49%9.24%
CEGConstellation Energy Corporation Com0.12%6.43%6.31%
AEPAmerican Electric Power Co Inc0.10%4.75%4.65%
DDominion Energy Inc.0.08%4.22%4.14%
SRESempra Common Stock0.08%4.11%4.03%
ETREntergy Corp.0.07%3.52%3.45%
EXCExelon0.07%3.38%3.31%
EDConsolidated Edison Inc0.06%2.95%2.89%
PEGPublic Svc Ent Group0.05%2.68%2.63%
AWKAmerican Water Works Co. Inc.0.04%1.97%1.93%

45.5% of WELD 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.

VTIWELD

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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, by $72 a year on a $10,000 investment.

What is the holdings overlap between VTI and WELD?

45.5% of WELD's money is in holdings VTI also owns. 45.5% of WELD's is in holdings VTI also owns. They hold 11 positions in common, counted across the 3,463 positions we hold weights for in VTI and 47 in WELD.

Which pays a higher dividend, VTI or WELD?

VTI yields 1.03% while WELD yields 0.24%, so VTI currently pays the higher dividend yield.

Is WELD better than VTI?

VTI has a lower expense ratio. WELD led over 1Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 57.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.