VTI vs XIJN

VTI vs XIJN
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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

MetricVTIXIJNWinner
Expense Ratio0.03%0.85%
AUM$666.9B$52M
Dividend Yield1.07%6.97%
Holdings3,54317
YTD Return+12.65%-0.10%
1Y Return+21.39%+1.83%
3Y Return (annualized)+21.54%-
5Y Return (annualized)+12.11%-
Volatility (annualized)15.3%1.8%
Max Drawdown-56.6%-4.7%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMay 24, 2001Jun 21, 2024

VTI vs XIJN Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and FT Vest US Equity Buffer & Premium Income ETF - June (XIJN) is a ETF from First Trust Portfolios (US). Over the past year VTI returned +21.39% while XIJN returned +1.83%. Year to date, VTI is up 12.65% versus a loss of 0.10% for XIJN.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 1.8% for XIJN. 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 -4.7% for XIJN. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XIJN 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 6.97% for XIJN.

Holdings Overlap

0.0%overlap

VTI and XIJN share 0 holdings out of 2792 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 XIJN?

VTI has an expense ratio of 0.03% while XIJN 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 XIJN?

Over the past year VTI returned +21.39% vs +1.83% for XIJN, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.07% vs +4.92% for XIJN. Past performance does not guarantee future results.

Which is riskier, VTI or XIJN?

VTI has been the more volatile fund at 15.3% annualized versus 1.8% for XIJN. Worst drawdown: VTI -56.6% vs XIJN -4.7%.

Should I hold both VTI and XIJN?

VTI and XIJN have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XIJN?

VTI and XIJN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, VTI or XIJN?

VTI yields 1.07% while XIJN yields 6.97%, so XIJN currently pays the higher dividend yield.

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