VTI vs WGMI
Vanguard Morningstar Total Stock Market ETF vs CoinShares Bitcoin Mining and Digital Power ETF
Which is better, VTI or WGMI?
Large Cap Blend against Multi Alternative.
VTI has a lower expense ratio. VTI led over 1Y, WGMI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 61.9%.
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
| Metric | VTI | WGMI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $666.9B | $231M |
| Dividend Yield | 1.03% | 0.00% |
| Holdings | 3,543 | 28 |
| YTD Return | +13.60% | +14.67%Best |
| 1Y Return | +18.17%Best | +14.37% |
| 3Y Return (annualized) | +23.04% | +75.57%Best |
| 5Y Return (annualized) | +12.14% | - |
| Volatility (annualized) | 15.9%Best | 92.6% |
| Max Drawdown | -22.4%Best | -85.8% |
| $10,000 over 4.6 years | $17,717 | $17,862Best |
| Top 10 Weight | 33.3%Best | 61.9% |
| Fund Family | Vanguard (US) | Valkyrie Funds |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 24, 2001 | Feb 7, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 8, 2022 to Sep 25, 2026 (4.6 years).
VTI vs WGMI 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 4.6 years both funds cover.
VTI vs WGMI Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and CoinShares Bitcoin Mining and Digital Power ETF (WGMI) is an ETF from Valkyrie Funds. Over the past year VTI returned +18.17% while WGMI returned +14.37%. Year to date, VTI is up 13.60% versus a gain of 14.67% for WGMI.
Over three years, VTI compounded at +23.04% per year against +75.57% for WGMI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WGMI has been the more volatile fund, with annualized monthly volatility of 92.6% compared with 15.9% 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 -22.4% for VTI and -85.8% for WGMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VTI charges 0.03% per year while WGMI 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 0.00% for WGMI.
Holdings Overlap
6.6% of VTI's money is in holdings WGMI also owns. 56.2% of WGMI's money is in holdings VTI also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 3,463 positions we hold weights for in VTI and 28 in WGMI, against full books of 3,543 and 28.
What only one of them owns
Our book lists 5 positions for WGMI that do not appear in our book for VTI (6.2% of the fund), and 1,140 for VTI that do not appear in WGMI (90.9%).
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
| Stock | Weight in VTI | Weight in WGMI | Difference |
|---|---|---|---|
| CIFRCipher Mining Inc | 0.01% | 12.07% | 12.06% |
| NVDANvidia Corp | 6.40% | 2.84% | 3.56% |
| KEELKeel Infrastructure Corp. | 0.00% | 5.78% | 5.78% |
| RIOTRiot Platforms, Inc. | 0.01% | 5.29% | 5.28% |
| WULFTerawulf Inc | 0.01% | 4.94% | 4.93% |
| CRWVCoreweave, Inc. | 0.04% | 4.58% | 4.54% |
| CLSKCleanspark Inc | 0.00% | 4.23% | 4.23% |
| CORZCore Scientific Inc | 0.01% | 3.96% | 3.95% |
| APLDApplied Digital Corp | 0.01% | 3.82% | 3.81% |
| MARAMarathon Patent Group Inc. | 0.01% | 3.76% | 3.75% |
56.2% of WGMI 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VTI or WGMI?
VTI has an expense ratio of 0.03% while WGMI charges 0.75%. VTI is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, VTI or WGMI?
Over the past year VTI returned +18.17% vs +14.37% for WGMI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VTI or WGMI?
WGMI has been the more volatile fund at 92.6% annualized versus 15.9% for VTI. Worst drawdown: VTI -22.4% vs WGMI -85.8%.
Should I hold both VTI and WGMI?
VTI and WGMI have a monthly-return correlation of 0.68, 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 WGMI?
56.2% of WGMI's money is in holdings VTI also owns. 56.2% of WGMI's is in holdings VTI also owns. They hold 14 positions in common, counted across the 3,463 positions we hold weights for in VTI and 28 in WGMI.
Which pays a higher dividend, VTI or WGMI?
VTI yields 1.03% while WGMI yields 0.00%, so VTI currently pays the higher dividend yield.
Is WGMI better than VTI?
VTI has a lower expense ratio. VTI led over 1Y, WGMI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.