VTI vs XHLF

VTI vs XHLF
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Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXHLFWinner
Expense Ratio0.03%0.03%
AUM$666.9B$2.0B
Dividend Yield1.07%3.81%
Holdings3,54328
YTD Return+13.14%+2.17%
1Y Return+20.29%+3.71%
3Y Return (annualized)+21.42%+4.42%
5Y Return (annualized)+12.00%-
Volatility (annualized)15.3%0.4%
Max Drawdown-56.6%-0.3%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionMay 24, 2001Sep 13, 2022

VTI vs XHLF Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) is a ETF from BondBloxx. Over the past year VTI returned +20.29% while XHLF returned +3.71%. Year to date, VTI is up 13.14% versus a gain of 2.17% for XHLF.

Over three years, VTI compounded at +21.42% per year against +4.42% for XHLF. Across the full 4-year window we track, VTI has the edge at +8.08% annualized vs +4.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 0.4% for XHLF. 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 -0.3% for XHLF. 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XHLF charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, VTI currently yields 1.07% against 3.81% for XHLF.

Holdings Overlap

0.0%overlap

VTI and XHLF 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 XHLF?

VTI has an expense ratio of 0.03% while XHLF charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, VTI or XHLF?

Over the past year VTI returned +20.29% vs +3.71% for XHLF, so VTI leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +8.08% vs +4.31% for XHLF. Past performance does not guarantee future results.

Which is riskier, VTI or XHLF?

VTI has been the more volatile fund at 15.3% annualized versus 0.4% for XHLF. Worst drawdown: VTI -56.6% vs XHLF -0.3%.

Should I hold both VTI and XHLF?

VTI and XHLF have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XHLF?

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

Which pays a higher dividend, VTI or XHLF?

VTI yields 1.07% while XHLF yields 3.81%, so XHLF currently pays the higher dividend yield.

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