VTI vs WZRD

VTI vs WZRD
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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

MetricVTIWZRDWinner
Expense Ratio0.03%1.07%
AUM$666.9B$16M
Dividend Yield1.07%-
Holdings3,54320
YTD Return+13.14%-96.09%
1Y Return+22.35%-96.58%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%86.5%
Max Drawdown-56.6%-98.2%
Fund FamilyVanguard (US)Opportunistic Trader
CategoryEquityEquity
InceptionMay 24, 2001Mar 19, 2024

VTI vs WZRD Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Opportunistic Trader ETF (WZRD) is a ETF from Opportunistic Trader. Over the past year VTI returned +22.35% while WZRD returned -96.58%. Year to date, VTI is up 13.14% versus a loss of 96.09% for WZRD.

Risk: Volatility and Drawdowns

WZRD has been the more volatile fund, with annualized monthly volatility of 86.5% 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 -98.2% for WZRD. 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while WZRD charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period.

Frequently Asked Questions

Which is cheaper, VTI or WZRD?

VTI has an expense ratio of 0.03% while WZRD charges 1.07%. VTI is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which performed better, VTI or WZRD?

Over the past year VTI returned +22.35% vs -96.58% for WZRD, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs -94.37% for WZRD. Past performance does not guarantee future results.

Which is riskier, VTI or WZRD?

WZRD has been the more volatile fund at 86.5% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs WZRD -98.2%.

Should I hold both VTI and WZRD?

VTI and WZRD have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.

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