VTI vs XLVI

VTI vs XLVI
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Quick Verdict

VTI has a lower expense ratio. XLVI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: XLVIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXLVIWinner
Expense Ratio0.03%0.35%
AUM$666.9B$23M
Dividend Yield1.07%11.83%
Holdings3,5437
YTD Return+13.14%+10.17%
1Y Return+22.35%+23.04%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%9.9%
Max Drawdown-56.6%-8.1%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jul 29, 2025

VTI vs XLVI Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) is a ETF from State Street Investment Management. Over the past year VTI returned +22.35% while XLVI returned +23.04%. Year to date, VTI is up 13.14% versus a gain of 10.17% for XLVI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 9.9% for XLVI. 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 -8.1% for XLVI. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XLVI 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 11.83% for XLVI.

Holdings Overlap

0.0%overlap

VTI and XLVI 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 XLVI?

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

Over the past year VTI returned +22.35% vs +23.04% for XLVI, so XLVI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs +23.13% for XLVI. Past performance does not guarantee future results.

Which is riskier, VTI or XLVI?

VTI has been the more volatile fund at 15.3% annualized versus 9.9% for XLVI. Worst drawdown: VTI -56.6% vs XLVI -8.1%.

Should I hold both VTI and XLVI?

VTI and XLVI have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XLVI?

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

Which pays a higher dividend, VTI or XLVI?

VTI yields 1.07% while XLVI yields 11.83%, so XLVI currently pays the higher dividend yield.

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