VTI vs WTID
Vanguard Morningstar Total Stock Market ETF vs MicroSectors Energy -3X Inverse Leveraged ETN
Which is better, VTI or WTID?
Large Cap Blend against Energy.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 91.1%.
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
| Metric | VTI | WTID |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $689.2B | $6M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 3,524 | 12 |
| YTD Return | +11.86%Best | -82.20% |
| 1Y Return | +13.97%Best | -83.57% |
| 3Y Return (annualized) | +22.78%Best | -54.64% |
| 5Y Return (annualized) | +11.15% | - |
| Volatility (annualized) | 12.7%Best | 57.0% |
| Max Drawdown | -19.3%Best | -95.0% |
| $10,000 over 3.7 years | $18,857Best | $708 |
| Top 10 Weight | 33.5%Best | 91.1% |
| Fund Family | Vanguard (US) | UBS AG |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Energy |
| Inception | May 24, 2001 | Jan 4, 2017 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 15, 2023 to Oct 23, 2026 (3.7 years).
VTI vs WTID growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
VTI vs WTID Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and MicroSectors Energy -3X Inverse Leveraged ETN (WTID) is an ETF from UBS AG. Over the past year VTI returned +13.97% while WTID returned -83.57%. Year to date, VTI is up 11.86% versus a loss of 82.20% for WTID.
Over three years, VTI compounded at +22.78% per year against -54.64% for WTID. Across the full 4-year window we track, VTI has the edge at +18.70% annualized vs -51.11%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTID has been the more volatile fund, with annualized monthly volatility of 57.0% compared with 12.7% 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 -19.3% for VTI and -95.0% for WTID. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.00. They move largely independently of each other.
Fees and Cost Over Time
VTI charges 0.03% per year while WTID charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, VTI currently yields 1.06% against 0.00% for WTID.
Holdings Overlap
2.4% of VTI's money is in holdings WTID also owns. 100.0% of WTID's money is in holdings VTI also owns.
Most of WTID is already inside VTI. Owning both mostly buys the same companies twice.
12 positions in common, counted across the 3,441 positions we hold weights for in VTI and 12 in WTID, against full books of 3,524 and 12.
What only one of them owns
Measured across the 3,441 and 12 positions we hold weights for.
VTI holds 1,144 positions WTID does not, 95.2% of the fund.
Largest: NVDA 6.88%, AAPL 6.30%, MSFT 5.11%, AMZN 3.41%, GOOGL 2.70%
Top Shared Holdings
| Stock | Weight in VTI | Weight in WTID | Difference |
|---|---|---|---|
| XOMExxonmobil Holdings Corp Common Stock Usd | 0.90% | 15.59% | 14.69% |
| CVXChevron Corp | 0.53% | 15.27% | 14.74% |
| COPConocophillips Common Stock USD 0.01 | 0.22% | 10.42% | 10.20% |
| VLOValero Energy | 0.14% | 10.14% | 10.00% |
| MPCMarathon Petroleum Corp | 0.15% | 8.79% | 8.64% |
| DVNDevon Energy Corp. | 0.08% | 6.83% | 6.75% |
| PSXPhillips 66 | 0.13% | 6.67% | 6.54% |
| OXYOccidental Petroleum Corp. | 0.06% | 6.16% | 6.10% |
| EOGEog Resources Inc | 0.10% | 5.84% | 5.74% |
| FANGDiamondback Energy Inc - Common | 0.05% | 5.41% | 5.36% |
100.0% of WTID is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VTI or WTID?
VTI has an expense ratio of 0.03% while WTID charges 0.95%. VTI is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, VTI or WTID?
Over the past year VTI returned +13.97% vs -83.57% for WTID, so VTI leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +18.70% vs -51.11% for WTID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VTI or WTID?
WTID has been the more volatile fund at 57.0% annualized versus 12.7% for VTI. Worst drawdown: VTI -19.3% vs WTID -95.0%.
Should I hold both VTI and WTID?
VTI and WTID have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VTI and WTID?
100.0% of WTID's money is in holdings VTI also owns. 100.0% of WTID's is in holdings VTI also owns. They hold 12 positions in common, counted across the 3,441 positions we hold weights for in VTI and 12 in WTID.
Which pays a higher dividend, VTI or WTID?
VTI yields 1.06% while WTID yields 0.00%, so VTI currently pays the higher dividend yield.
Is WTID better than VTI?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 91.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.