VTI vs XMAY

VTI vs XMAY
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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

MetricVTIXMAYWinner
Expense Ratio0.03%0.85%
AUM$666.9B$19M
Dividend Yield1.07%0.00%
Holdings3,5436
YTD Return+12.65%+4.95%
1Y Return+21.39%+8.52%
3Y Return (annualized)+21.54%-
5Y Return (annualized)+12.11%-
Volatility (annualized)15.3%3.0%
Max Drawdown-56.6%-8.2%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMay 24, 2001May 17, 2024

VTI vs XMAY Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - May (XMAY) is a ETF from First Trust Portfolios (US). Over the past year VTI returned +21.39% while XMAY returned +8.52%. Year to date, VTI is up 12.65% versus a gain of 4.95% for XMAY.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.0% for XMAY. 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 -8.2% for XMAY. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while XMAY 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 0.00% for XMAY.

Holdings Overlap

0.0%overlap

VTI and XMAY 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 XMAY?

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

Over the past year VTI returned +21.39% vs +8.52% for XMAY, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.07% vs +9.77% for XMAY. Past performance does not guarantee future results.

Which is riskier, VTI or XMAY?

VTI has been the more volatile fund at 15.3% annualized versus 3.0% for XMAY. Worst drawdown: VTI -56.6% vs XMAY -8.2%.

Should I hold both VTI and XMAY?

VTI and XMAY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VTI and XMAY?

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

Which pays a higher dividend, VTI or XMAY?

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

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