VTI vs WRTH

VTI vs WRTH
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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

MetricVTIWRTHWinner
Expense Ratio0.03%1.02%
AUM$666.9B$60M
Dividend Yield1.07%1.59%
Holdings3,5433
YTD Return+13.67%+4.90%
1Y Return+22.17%-
3Y Return (annualized)+21.93%-
5Y Return (annualized)+12.51%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-6.2%
Fund FamilyVanguard (US)Worth Charting Group LLC
CategoryEquityAlternative
InceptionMay 24, 2001Apr 27, 2026

VTI vs WRTH Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Worth Charting Options Income ETF (WRTH) is a ETF from Worth Charting Group LLC. Year to date, VTI is up 13.67% versus a gain of 4.90% for WRTH.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -6.2% for WRTH. 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 WRTH charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 1.59% for WRTH.

Holdings Overlap

0.0%overlap

VTI and WRTH share 1 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in WRTHDifference
SOLS0.02%2.40%2.38%

Frequently Asked Questions

Which is cheaper, VTI or WRTH?

VTI has an expense ratio of 0.03% while WRTH charges 1.02%. VTI is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

What is the holdings overlap between VTI and WRTH?

VTI and WRTH share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, VTI or WRTH?

VTI yields 1.07% while WRTH yields 1.59%, so WRTH currently pays the higher dividend yield.

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