VTI vs XBAP

VTI vs XBAP
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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

MetricVTIXBAPWinner
Expense Ratio0.03%0.79%
AUM$666.9B$131M
Dividend Yield1.07%0.00%
Holdings3,5439
YTD Return+13.14%+10.23%
1Y Return+22.35%+14.31%
3Y Return (annualized)+21.83%+13.83%
5Y Return (annualized)+12.01%+9.74%
Volatility (annualized)15.3%8.7%
Max Drawdown-56.6%-14.6%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Mar 31, 2021

VTI vs XBAP Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator US Equity Accelerated 9 Buffer ETF - April (XBAP) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +22.35% while XBAP returned +14.31%. Year to date, VTI is up 13.14% versus a gain of 10.23% for XBAP.

Over three years, VTI compounded at +21.83% per year against +13.83% for XBAP; over five years the annualized figures are +12.01% and +9.74% respectively. Across the full 5-year window we track, XBAP has the edge at +9.97% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 8.7% for XBAP. 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 -14.6% for XBAP. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XBAP charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.00% for XBAP.

Holdings Overlap

0.0%overlap

VTI and XBAP share 0 holdings out of 2788 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 XBAP?

VTI has an expense ratio of 0.03% while XBAP charges 0.79%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, VTI or XBAP?

Over the past year VTI returned +22.35% vs +14.31% for XBAP, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.09% vs +9.97% for XBAP. Past performance does not guarantee future results.

Which is riskier, VTI or XBAP?

VTI has been the more volatile fund at 15.3% annualized versus 8.7% for XBAP. Worst drawdown: VTI -56.6% vs XBAP -14.6%.

Should I hold both VTI and XBAP?

VTI and XBAP have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XBAP?

VTI and XBAP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, VTI or XBAP?

VTI yields 1.07% while XBAP yields 0.00%, so VTI currently pays the higher dividend yield.

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