VTI vs XES

VTI vs XES
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Quick Verdict

VTI has a lower expense ratio. XES delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: XESMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXESWinner
Expense Ratio0.03%0.35%
AUM$666.9B$382M
Dividend Yield1.07%1.17%
Holdings3,54336
YTD Return+13.38%+46.18%
1Y Return+21.12%+90.01%
3Y Return (annualized)+21.85%+11.87%
5Y Return (annualized)+12.44%+22.27%
Volatility (annualized)15.3%39.7%
Max Drawdown-56.6%-96.1%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jun 19, 2006

VTI vs XES Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) is a ETF from State Street Investment Management. Over the past year VTI returned +21.12% while XES returned +90.01%. Year to date, VTI is up 13.38% versus a gain of 46.18% for XES.

Over three years, VTI compounded at +21.85% per year against +11.87% for XES; over five years the annualized figures are +12.44% and +22.27% respectively. Across the full 20-year window we track, VTI has the edge at +8.10% annualized vs -3.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XES has been the more volatile fund, with annualized monthly volatility of 39.7% 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 -96.1% for XES. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XES charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 1.17% for XES.

Holdings Overlap

0.3%overlap

VTI and XES share 28 holdings out of 2794 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in XESDifference
OII0.00%5.05%5.05%
WHD0.00%4.56%4.56%
TDW0.00%4.51%4.51%
0RMV:LNProProPro
AROCProProPro
BKRProProPro
NOVProProPro
SLBProProPro
KGSProProPro
NEProProPro
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Frequently Asked Questions

Which is cheaper, VTI or XES?

VTI has an expense ratio of 0.03% while XES charges 0.35%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VTI or XES?

Over the past year VTI returned +21.12% vs +90.01% for XES, so XES leads on 1-year performance. Over the longest common window we track (20 years), VTI annualized +8.10% vs -3.74% for XES. Past performance does not guarantee future results.

Which is riskier, VTI or XES?

XES has been the more volatile fund at 39.7% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XES -96.1%.

Should I hold both VTI and XES?

VTI and XES have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XES?

VTI and XES share 28 common holdings with a 0.3% weight overlap. Combined, they hold 2794 unique securities.

Which pays a higher dividend, VTI or XES?

VTI yields 1.07% while XES yields 1.17%, so XES currently pays the higher dividend yield.

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