VTI vs XDIV

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXDIVWinner
Expense Ratio0.03%0.08%
AUM$663.5B$66M
Dividend Yield1.07%0.00%
Holdings3,5432
YTD Return+14.20%+13.80%
1Y Return+24.16%+23.82%
3Y Return (annualized)+21.12%-
5Y Return (annualized)+12.37%-
Volatility (annualized)15.3%12.4%
Max Drawdown-56.6%-9.2%
Fund FamilyVanguard (US)Roundhill Investments
CategoryEquityEquity
InceptionMay 24, 2001Jul 10, 2025

VTI vs XDIV Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Roundhill S&P 500 No Dividend Target ETF (XDIV) is a ETF from Roundhill Investments. Over the past year VTI returned +24.16% while XDIV returned +23.82%. Year to date, VTI is up 14.20% versus a gain of 13.80% for XDIV.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.4% for XDIV. 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 -9.2% for XDIV. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while XDIV charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.00% for XDIV.

Holdings Overlap

0.0%overlap

VTI and XDIV share 0 holdings out of 2784 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 XDIV?

VTI has an expense ratio of 0.03% while XDIV charges 0.08%. VTI is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VTI or XDIV?

Over the past year VTI returned +24.16% vs +23.82% for XDIV, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.14% vs +22.92% for XDIV. Past performance does not guarantee future results.

Which is riskier, VTI or XDIV?

VTI has been the more volatile fund at 15.3% annualized versus 12.4% for XDIV. Worst drawdown: VTI -56.6% vs XDIV -9.2%.

Should I hold both VTI and XDIV?

VTI and XDIV have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VTI and XDIV?

VTI and XDIV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, VTI or XDIV?

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

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