VTI vs XIDE

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXIDEWinner
Expense Ratio0.03%0.85%
AUM$663.5B$23M
Dividend Yield1.07%6.34%
Holdings3,54315
YTD Return+14.22%+0.66%
1Y Return+22.19%+2.42%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.23%-
Volatility (annualized)15.3%7.5%
Max Drawdown-56.6%-11.8%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMay 24, 2001Dec 15, 2023

VTI vs XIDE Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is a ETF from First Trust Portfolios (US). Over the past year VTI returned +22.19% while XIDE returned +2.42%. Year to date, VTI is up 14.22% versus a gain of 0.66% for XIDE.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.5% for XIDE. 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 -11.8% for XIDE. 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XIDE charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 6.34% for XIDE.

Holdings Overlap

0.0%overlap

VTI and XIDE share 0 holdings out of 2784 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 XIDE?

VTI has an expense ratio of 0.03% while XIDE charges 0.85%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, VTI or XIDE?

Over the past year VTI returned +22.19% vs +2.42% for XIDE, so VTI leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.14% vs +0.34% for XIDE. Past performance does not guarantee future results.

Which is riskier, VTI or XIDE?

VTI has been the more volatile fund at 15.3% annualized versus 7.5% for XIDE. Worst drawdown: VTI -56.6% vs XIDE -11.8%.

Should I hold both VTI and XIDE?

VTI and XIDE have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XIDE?

VTI and XIDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, VTI or XIDE?

VTI yields 1.07% while XIDE yields 6.34%, so XIDE currently pays the higher dividend yield.

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