VTI vs XLYI

VTI vs XLYI
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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

MetricVTIXLYIWinner
Expense Ratio0.03%0.35%
AUM$666.9B$2M
Dividend Yield1.07%14.77%
Holdings3,5433
YTD Return+13.14%+3.05%
1Y Return+22.35%+6.28%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%11.1%
Max Drawdown-56.6%-12.3%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 24, 2001Jul 29, 2025

VTI vs XLYI Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and State Street Consumer Discretionary Select Sector SPDR Premium Income ETF (XLYI) is a ETF from State Street Investment Management. Over the past year VTI returned +22.35% while XLYI returned +6.28%. Year to date, VTI is up 13.14% versus a gain of 3.05% for XLYI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.1% for XLYI. 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 -12.3% for XLYI. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XLYI 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 14.77% for XLYI.

Holdings Overlap

0.0%overlap

VTI and XLYI share 0 holdings out of 2789 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 XLYI?

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

Over the past year VTI returned +22.35% vs +6.28% for XLYI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.09% vs +7.92% for XLYI. Past performance does not guarantee future results.

Which is riskier, VTI or XLYI?

VTI has been the more volatile fund at 15.3% annualized versus 11.1% for XLYI. Worst drawdown: VTI -56.6% vs XLYI -12.3%.

Should I hold both VTI and XLYI?

VTI and XLYI have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XLYI?

VTI and XLYI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, VTI or XLYI?

VTI yields 1.07% while XLYI yields 14.77%, so XLYI currently pays the higher dividend yield.

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