VTI vs WINC

VTI vs WINC

Which is better, VTI or WINC?

Large Cap Blend against Short Term Bond.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

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

MetricVTIWINC
Expense Ratio0.03%Best0.29%
AUM$666.9B$12M
Dividend Yield1.03%4.42%
Holdings3,543128
Volatility (annualized)17.5%16.1%Best
Max Drawdown-35.0%-32.0%Best
$10,000 over 6.5 years$24,318Best$12,257
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Bond
InceptionMay 24, 2001Feb 7, 2019

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 389 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VTI has data through Sep 15, 2026 and WINC through Aug 22, 2025.

Volatility and max drawdown, and the $10,000 over 6.5 years row, are measured over the window both funds cover: Feb 8, 2019 to Aug 22, 2025 (6.5 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 16.1% for WINC. 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 -35.0% for VTI and -32.0% for WINC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.24. They move largely independently of each other.

Fees and Cost Over Time

VTI charges 0.03% per year while WINC charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, VTI currently yields 1.03% against 4.42% for WINC.

You are not choosing between two funds in isolation.

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

VTIWINC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or WINC?

VTI has an expense ratio of 0.03% while WINC charges 0.29%. VTI is the cheaper option, by $26 a year on a $10,000 investment.

Which is riskier, VTI or WINC?

VTI has been the more volatile fund at 17.5% annualized versus 16.1% for WINC. Worst drawdown: VTI -35.0% vs WINC -32.0%.

Should I hold both VTI and WINC?

VTI and WINC have a monthly-return correlation of 0.24, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VTI or WINC?

VTI yields 1.03% while WINC yields 4.42%, so WINC currently pays the higher dividend yield.

Is WINC better than VTI?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.