VTI vs WTRE
Vanguard Total Stock Market ETF vs WisdomTree New Economy Real Estate Fund
Quick Verdict
VTI has a lower expense ratio. WTRE delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VTI | WTRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $663.5B | $16M | |
| Dividend Yield | 1.07% | 2.27% | |
| Holdings | 3,543 | 62 | |
| YTD Return | +14.96% | +14.68% | |
| 1Y Return | +22.39% | +30.28% | |
| 3Y Return (annualized) | +21.51% | +16.19% | |
| 5Y Return (annualized) | +12.36% | +0.70% | |
| Volatility (annualized) | 15.4% | 21.2% | |
| Max Drawdown | -56.6% | -75.9% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 24, 2001 | Jun 5, 2007 |
VTI vs WTRE Performance
Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and WisdomTree New Economy Real Estate Fund (WTRE) is a ETF from WisdomTree Investments. Over the past year VTI returned +22.39% while WTRE returned +30.28%. Year to date, VTI is up 14.96% versus a gain of 14.68% for WTRE.
Over three years, VTI compounded at +21.51% per year against +16.19% for WTRE; over five years the annualized figures are +12.36% and +0.70% respectively. Across the full 19-year window we track, VTI has the edge at +8.16% annualized vs -3.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTRE has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 15.4% 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 -75.9% for WTRE. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VTI charges 0.03% per year while WTRE charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 2.27% for WTRE.
Holdings Overlap
VTI and WTRE share 23 holdings out of 2821 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VTI or WTRE?
VTI has an expense ratio of 0.03% while WTRE charges 0.58%. VTI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, VTI or WTRE?
Over the past year VTI returned +22.39% vs +30.28% for WTRE, so WTRE leads on 1-year performance. Over the longest common window we track (19 years), VTI annualized +8.16% vs -3.06% for WTRE. Past performance does not guarantee future results.
Which is riskier, VTI or WTRE?
WTRE has been the more volatile fund at 21.2% annualized versus 15.4% for VTI. Worst drawdown: VTI -56.6% vs WTRE -75.9%.
Should I hold both VTI and WTRE?
VTI and WTRE have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VTI and WTRE?
VTI and WTRE share 23 common holdings with a 0.8% weight overlap. Combined, they hold 2821 unique securities.
Which pays a higher dividend, VTI or WTRE?
VTI yields 1.07% while WTRE yields 2.27%, so WTRE currently pays the higher dividend yield.
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