VTI vs XOEF

VTI vs XOEF

Which is better, VTI or XOEF?

Each has led over a different period.

VTI has a lower expense ratio. VTI led over the full window, XOEF over 1Y. XOEF is less concentrated, with 11.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: XOEF

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVTIXOEF
Expense Ratio0.03%Best0.20%
AUM$666.9B$23M
Dividend Yield1.03%1.04%
Holdings3,543408
YTD Return+12.08%+13.51%Best
1Y Return+16.31%+17.45%Best
3Y Return (annualized)+20.83%-
5Y Return (annualized)+11.89%-
Volatility (annualized)12.3%11.4%Best
Max Drawdown-8.9%-7.7%Best
$10,000 over 1.2 years$12,365Best$11,954
Top 10 Weight33.3%11.6%Best
Fund FamilyVanguard (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 24, 2001Jul 8, 2025

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 9, 2025 to Sep 14, 2026 (1.2 years).

VTI vs XOEF growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.

VTI vs XOEF Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and iShares S&P 500 ex S&P 100 ETF (XOEF) is an ETF from iShares by BlackRock (US). Over the past year VTI returned +16.31% while XOEF returned +17.45%. Year to date, VTI is up 12.08% versus a gain of 13.51% for XOEF.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.4% for XOEF. 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 -8.9% for VTI and -7.7% for XOEF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XOEF charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, VTI currently yields 1.03% against 1.04% for XOEF.

Holdings Overlap

VTI already in XOEF24.3%
XOEF already in VTI98.2%

24.3% of VTI's money is in holdings XOEF also owns. 98.2% of XOEF's money is in holdings VTI also owns.

Most of XOEF is already inside VTI. Owning both mostly buys the same companies twice.

393 positions in common, counted across the 3,463 positions we hold weights for in VTI and 403 in XOEF, against full books of 3,543 and 408.

What only one of them owns

Our book lists 5 positions for XOEF that do not appear in our book for VTI (0.9% of the fund), and 762 for VTI that do not appear in XOEF (73.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VTIWeight in XOEFDifference
PANWPalo Alto Networks, Inc0.38%1.70%1.32%
KLACKla Corp0.33%1.26%0.93%
CRWDCrowdstrike Holdings Inc0.26%1.29%1.03%
SNDKSandisk Corp/De0.25%1.28%1.03%
ANETArista Networks Inc Common Stock0.27%1.11%0.84%
APHAmphenol Corp. Class A0.27%1.07%0.80%
STXSeagate Technology Holdings Plc0.27%1.02%0.75%
MRVLMarvell Technology Group Ltd.0.23%1.02%0.79%
ADIAnalog Devices, Inc.0.25%0.97%0.72%
WELLWelltower, Inc.0.23%0.92%0.69%

98.2% of XOEF is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VTIXOEF

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Frequently Asked Questions

Which is cheaper, VTI or XOEF?

VTI has an expense ratio of 0.03% while XOEF charges 0.20%. VTI is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, VTI or XOEF?

Over the past year VTI returned +16.31% vs +17.45% for XOEF, so XOEF leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +19.35% vs +16.04% for XOEF. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or XOEF?

VTI has been the more volatile fund at 12.3% annualized versus 11.4% for XOEF. Worst drawdown: VTI -8.9% vs XOEF -7.7%.

Should I hold both VTI and XOEF?

VTI and XOEF have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VTI and XOEF?

98.2% of XOEF's money is in holdings VTI also owns. 98.2% of XOEF's is in holdings VTI also owns. They hold 393 positions in common, counted across the 3,463 positions we hold weights for in VTI and 403 in XOEF.

Which pays a higher dividend, VTI or XOEF?

VTI yields 1.03% while XOEF yields 1.04%, so XOEF currently pays the higher dividend yield.

Is XOEF better than VTI?

VTI has a lower expense ratio. VTI led over the full window, XOEF over 1Y. XOEF is less concentrated, with 11.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.