VTI vs WMTI

VTI vs WMTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWMTIWinner
Expense Ratio0.03%0.99%
AUM$666.9B$13M
Dividend Yield1.07%28.83%
Holdings3,5436
YTD Return+12.65%-23.03%
1Y Return+21.39%-
3Y Return (annualized)+21.54%-
5Y Return (annualized)+12.11%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-32.8%
Fund FamilyVanguard (US)REX Shares
CategoryEquityAlternative
InceptionMay 24, 2001Nov 4, 2025

VTI vs WMTI Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and REX WMT Growth & Income ETF (WMTI) is a ETF from REX Shares. Year to date, VTI is up 12.65% versus a loss of 23.03% for WMTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -32.8% for WMTI. 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 WMTI charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 28.83% for WMTI.

Holdings Overlap

0.0%overlap

VTI and WMTI share 0 holdings out of 2788 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 WMTI?

VTI has an expense ratio of 0.03% while WMTI charges 0.99%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

What is the holdings overlap between VTI and WMTI?

VTI and WMTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, VTI or WMTI?

VTI yields 1.07% while WMTI yields 28.83%, so WMTI currently pays the higher dividend yield.

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