VTI vs XDSQ

VTI vs XDSQ
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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

MetricVTIXDSQWinner
Expense Ratio0.03%0.79%
AUM$666.9B$78M
Dividend Yield1.07%0.00%
Holdings3,5437
YTD Return+14.82%+7.19%
1Y Return+22.43%+14.68%
3Y Return (annualized)+21.93%+15.91%
5Y Return (annualized)+12.34%+9.78%
Volatility (annualized)15.4%13.5%
Max Drawdown-56.6%-26.1%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Mar 31, 2021

VTI vs XDSQ Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator US Equity Accelerated ETF - Quarterly (XDSQ) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +22.43% while XDSQ returned +14.68%. Year to date, VTI is up 14.82% versus a gain of 7.19% for XDSQ.

Over three years, VTI compounded at +21.93% per year against +15.91% for XDSQ; over five years the annualized figures are +12.34% and +9.78% respectively. Across the full 5-year window we track, XDSQ has the edge at +10.89% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.5% for XDSQ. 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 -26.1% for XDSQ. 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 0.93. 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 XDSQ 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 XDSQ.

Holdings Overlap

0.0%overlap

VTI and XDSQ 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 XDSQ?

VTI has an expense ratio of 0.03% while XDSQ 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 XDSQ?

Over the past year VTI returned +22.43% vs +14.68% for XDSQ, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.16% vs +10.89% for XDSQ. Past performance does not guarantee future results.

Which is riskier, VTI or XDSQ?

VTI has been the more volatile fund at 15.4% annualized versus 13.5% for XDSQ. Worst drawdown: VTI -56.6% vs XDSQ -26.1%.

Should I hold both VTI and XDSQ?

VTI and XDSQ have a monthly-return correlation of 0.93, 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 XDSQ?

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

Which pays a higher dividend, VTI or XDSQ?

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

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