VTI vs WMSB

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWMSBWinner
Expense Ratio0.03%0.65%
AUM$663.5B$28M
Dividend Yield1.07%3.72%
Holdings3,54358
YTD Return+14.20%+1.94%
1Y Return+24.16%-
3Y Return (annualized)+21.12%-
5Y Return (annualized)+12.37%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-1.9%
Fund FamilyVanguard (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
InceptionMay 24, 2001Nov 4, 2025

VTI vs WMSB Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Weitz Multisector Bond ETF (WMSB) is a ETF from Weitz Investment Management, Inc. Year to date, VTI is up 14.20% versus a gain of 1.94% for WMSB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -1.9% for WMSB. 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 WMSB charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 3.72% for WMSB.

Holdings Overlap

0.0%overlap

VTI and WMSB share 0 holdings out of 2786 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VTI or WMSB?

VTI has an expense ratio of 0.03% while WMSB charges 0.65%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

What is the holdings overlap between VTI and WMSB?

VTI and WMSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2786 unique securities.

Which pays a higher dividend, VTI or WMSB?

VTI yields 1.07% while WMSB yields 3.72%, so WMSB currently pays the higher dividend yield.

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