VTI vs XHB

VTI vs XHB
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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

MetricVTIXHBWinner
Expense Ratio0.03%0.35%
AUM$666.9B$1.5B
Dividend Yield1.07%0.55%
Holdings3,54336
YTD Return+14.82%+4.66%
1Y Return+22.43%-3.43%
3Y Return (annualized)+21.93%+10.05%
5Y Return (annualized)+12.34%+7.78%
Volatility (annualized)15.4%28.1%
Max Drawdown-56.6%-82.3%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jan 31, 2006

VTI vs XHB Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street SPDR S&P Homebuilders ETF (XHB) is a ETF from State Street Investment Management. Over the past year VTI returned +22.43% while XHB returned -3.43%. Year to date, VTI is up 14.82% versus a gain of 4.66% for XHB.

Over three years, VTI compounded at +21.93% per year against +10.05% for XHB; over five years the annualized figures are +12.34% and +7.78% respectively. Across the full 21-year window we track, VTI has the edge at +8.16% annualized vs +4.62%. 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 15.4% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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

1.3%overlap

VTI and XHB share 29 holdings out of 2792 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in XHBDifference
ALLE0.02%4.25%4.23%
OC0.02%4.21%4.19%
HD0.48%3.63%3.15%
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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. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VTI or XHB?

Over the past year VTI returned +22.43% vs -3.43% for XHB, so VTI leads on 1-year performance. Over the longest common window we track (21 years), VTI annualized +8.16% vs +4.62% for XHB. Past performance does not guarantee future results.

Which is riskier, VTI or XHB?

XHB has been the more volatile fund at 28.1% annualized versus 15.4% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XHB?

VTI and XHB share 29 common holdings with a 1.3% weight overlap. Combined, they hold 2792 unique securities.

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.

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