VTI vs WGMI
Vanguard Morningstar Total Stock Market ETF vs CoinShares Bitcoin Mining ETF
Quick Verdict
VTI has a lower expense ratio. WGMI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VTI | WGMI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $666.9B | $234M | |
| Dividend Yield | 1.07% | 0.00% | |
| Holdings | 3,543 | 26 | |
| YTD Return | +13.14% | +8.75% | |
| 1Y Return | +22.35% | +70.13% | |
| 3Y Return (annualized) | +21.83% | +61.29% | |
| 5Y Return (annualized) | +12.01% | - | |
| Volatility (annualized) | 15.3% | 93.2% | |
| Max Drawdown | -56.6% | -85.8% | |
| Fund Family | Vanguard (US) | Valkyrie Funds | |
| Category | Equity | Alternative | |
| Inception | May 24, 2001 | Feb 7, 2022 |
VTI vs WGMI Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and CoinShares Bitcoin Mining ETF (WGMI) is a ETF from Valkyrie Funds. Over the past year VTI returned +22.35% while WGMI returned +70.13%. Year to date, VTI is up 13.14% versus a gain of 8.75% for WGMI.
Over three years, VTI compounded at +21.83% per year against +61.29% for WGMI. Across the full 5-year window we track, WGMI has the edge at +12.42% annualized vs +8.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WGMI has been the more volatile fund, with annualized monthly volatility of 93.2% compared with 15.3% 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 -56.6% for VTI and -85.8% for WGMI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.07% against 0.00% for WGMI.
Holdings Overlap
VTI and WGMI share 10 holdings out of 2804 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $72 per year of difference.
Which performed better, VTI or WGMI?
Over the past year VTI returned +22.35% vs +70.13% for WGMI, so WGMI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.09% vs +12.42% for WGMI. Past performance does not guarantee future results.
Which is riskier, VTI or WGMI?
WGMI has been the more volatile fund at 93.2% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs WGMI -85.8%.
Should I hold both VTI and WGMI?
VTI and WGMI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VTI and WGMI?
VTI and WGMI share 10 common holdings with a 2.7% weight overlap. Combined, they hold 2804 unique securities.
Which pays a higher dividend, VTI or WGMI?
VTI yields 1.07% while WGMI yields 0.00%, so VTI currently pays the higher dividend yield.
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