VTI vs XITK

VTI vs XITK
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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

MetricVTIXITKWinner
Expense Ratio0.03%0.45%
AUM$666.9B$73M
Dividend Yield1.07%0.00%
Holdings3,54399
YTD Return+14.82%+18.54%
1Y Return+22.43%+16.54%
3Y Return (annualized)+21.93%+18.00%
5Y Return (annualized)+12.34%-0.17%
Volatility (annualized)15.4%25.3%
Max Drawdown-56.6%-65.6%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jan 13, 2016

VTI vs XITK Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street SPDR FactSet Innovative Technology ETF (XITK) is a ETF from State Street Investment Management. Over the past year VTI returned +22.43% while XITK returned +16.54%. Year to date, VTI is up 14.82% versus a gain of 18.54% for XITK.

Over three years, VTI compounded at +21.93% per year against +18.00% for XITK; over five years the annualized figures are +12.34% and -0.17% respectively. Across the full 11-year window we track, XITK has the edge at +15.27% annualized vs +8.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XITK has been the more volatile fund, with annualized monthly volatility of 25.3% 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 -65.6% for XITK. 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XITK charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.00% for XITK.

Holdings Overlap

7.6%overlap

VTI and XITK share 71 holdings out of 2813 unique holdings combined, representing a 7.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VTIWeight in XITKDifference
NVDA6.32%1.15%5.17%
AXTI0.00%4.17%4.17%
GOOGL2.88%1.15%1.73%
AAOIProProPro
AMDProProPro
AVGOProProPro
DOCNProProPro
METAProProPro
ACMRProProPro
DDOGProProPro
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Frequently Asked Questions

Which is cheaper, VTI or XITK?

VTI has an expense ratio of 0.03% while XITK charges 0.45%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, VTI or XITK?

Over the past year VTI returned +22.43% vs +16.54% for XITK, so VTI leads on 1-year performance. Over the longest common window we track (11 years), VTI annualized +8.16% vs +15.27% for XITK. Past performance does not guarantee future results.

Which is riskier, VTI or XITK?

XITK has been the more volatile fund at 25.3% annualized versus 15.4% for VTI. Worst drawdown: VTI -56.6% vs XITK -65.6%.

Should I hold both VTI and XITK?

VTI and XITK have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XITK?

VTI and XITK share 71 common holdings with a 7.6% weight overlap. Combined, they hold 2813 unique securities.

Which pays a higher dividend, VTI or XITK?

VTI yields 1.07% while XITK yields 0.00%, so VTI currently pays the higher dividend yield.

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