VTI vs WNTR

VTI vs WNTR
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIWNTRWinner
Expense Ratio0.03%1.00%
AUM$666.9B$82M
Dividend Yield1.07%106.61%
Holdings3,54321
YTD Return+13.14%-41.94%
1Y Return+22.35%-0.46%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%59.0%
Max Drawdown-56.6%-53.1%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionMay 24, 2001Mar 26, 2025

VTI vs WNTR Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and YieldMax Short MSTR Option Income Strategy ETF (WNTR) is a ETF from YieldMax ETF. Over the past year VTI returned +22.35% while WNTR returned -0.46%. Year to date, VTI is up 13.14% versus a loss of 41.94% for WNTR.

Risk: Volatility and Drawdowns

WNTR has been the more volatile fund, with annualized monthly volatility of 59.0% 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 -53.1% for WNTR. 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 -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while WNTR charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 106.61% for WNTR.

Holdings Overlap

0.0%overlap

VTI and WNTR share 0 holdings out of 2790 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 WNTR?

VTI has an expense ratio of 0.03% while WNTR charges 1.00%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, VTI or WNTR?

Over the past year VTI returned +22.35% vs -0.46% for WNTR, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs -8.78% for WNTR. Past performance does not guarantee future results.

Which is riskier, VTI or WNTR?

WNTR has been the more volatile fund at 59.0% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs WNTR -53.1%.

Should I hold both VTI and WNTR?

VTI and WNTR have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and WNTR?

VTI and WNTR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, VTI or WNTR?

VTI yields 1.07% while WNTR yields 106.61%, so WNTR currently pays the higher dividend yield.

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