VTI vs XHB

VTI vs XHB

Which is better, VTI or XHB?

Large Cap Blend against Mid Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVTIXHB
Expense Ratio0.03%Best0.35%
AUM$666.9B$1.3B
Dividend Yield1.07%0.55%
Holdings3,54335
YTD Return+13.59%Best-0.88%
1Y Return+20.00%Best-11.31%
3Y Return (annualized)+20.95%Best+9.17%
5Y Return (annualized)+11.81%Best+6.85%
Volatility (annualized)15.6%Best28.1%
Max Drawdown-56.6%Best-82.3%
$10,000 over 5 years$17,474Best$13,927
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 24, 2001Jan 31, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 6, 2006 to Sep 4, 2026 (20.6 years).

VTI vs XHB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 20.6 years both funds cover.

VTI vs XHB Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and State Street SPDR S&P Homebuilders ETF (XHB) is an ETF from State Street Investment Management. Over the past year VTI returned +20.00% while XHB returned -11.31%. Year to date, VTI is up 13.59% versus a loss of 0.88% for XHB.

Over three years, VTI compounded at +20.95% per year against +9.17% for XHB; over five years the annualized figures are +11.81% and +6.85% respectively. Across the full 21-year window we track, VTI has the edge at +9.52% annualized vs +4.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XHB has been the more volatile fund, with annualized monthly volatility of 28.1% compared with 15.6% 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 -82.3% for XHB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XHB 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 0.55% for XHB.

Holdings Overlap

XHB already in VTI88.5%

At least 88.5% of XHB's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of XHB is already inside VTI. Owning both mostly buys the same companies twice.

29 positions in common, counted across the 2,788 positions we hold weights for in VTI and 34 in XHB, against full books of 3,543 and 35.

What only one of them owns

Measured across the 2,788 and 34 positions we hold weights for.

VTI holds 666 positions XHB does not, 90.3% of the fund.

Largest: NVDA 6.32%, AAPL 5.84%, MSFT 3.81%, AMZN 3.17%, GOOGL 2.88%

Top Shared Holdings

StockWeight in VTIWeight in XHBDifference
ALLEAllegion Plc0.02%4.25%4.23%
OCOwens Corning0.02%4.21%4.19%
HDHome Depot Inc/The0.48%3.63%3.15%
IBPInstalled Building Products Inc0.00%4.04%4.04%
WSMWilliams-sonoma Inc0.04%4.00%3.96%
WMSAdvanced Drainag Tm B 1ln 7/260.02%3.85%3.83%
JCIJohnson Controls Intl Plc0.12%3.67%3.55%
PHMPultegroup Inc.0.04%3.70%3.66%
KBHKb Home0.00%3.70%3.70%
TOLToll Brothers Inc0.02%3.67%3.65%

88.5% of XHB is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VTIXHB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or XHB?

VTI has an expense ratio of 0.03% while XHB charges 0.35%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, VTI or XHB?

Over the past year VTI returned +20.00% vs -11.31% for XHB, so VTI leads on 1-year performance. Over the longest common window we track (21 years), VTI annualized +9.52% vs +4.33% for XHB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or XHB?

XHB has been the more volatile fund at 28.1% annualized versus 15.6% for VTI. Worst drawdown: VTI -56.6% vs XHB -82.3%.

Should I hold both VTI and XHB?

VTI and XHB have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VTI and XHB?

At least 88.5% of XHB's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 29 positions in common, counted across the 2,788 positions we hold weights for in VTI and 34 in XHB.

Which pays a higher dividend, VTI or XHB?

VTI yields 1.07% while XHB yields 0.55%, so VTI currently pays the higher dividend yield.

Is XHB better than VTI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.