VTI vs XOMO
Vanguard Morningstar Total Stock Market ETF vs YieldMax XOM Option Income Strategy ETF
Quick Verdict
VTI has a lower expense ratio. XOMO delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VTI | XOMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.25% | |
| AUM | $666.9B | $39M | |
| Dividend Yield | 1.07% | 37.71% | |
| Holdings | 3,543 | 13 | |
| YTD Return | +13.14% | +23.24% | |
| 1Y Return | +22.35% | +35.16% | |
| 3Y Return (annualized) | +21.83% | +9.09% | |
| 5Y Return (annualized) | +12.01% | - | |
| Volatility (annualized) | 15.3% | 17.5% | |
| Max Drawdown | -56.6% | -18.9% | |
| Fund Family | Vanguard (US) | YieldMax ETF | |
| Category | Equity | Alternative | |
| Inception | May 24, 2001 | Aug 30, 2023 |
VTI vs XOMO Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and YieldMax XOM Option Income Strategy ETF (XOMO) is a ETF from YieldMax ETF. Over the past year VTI returned +22.35% while XOMO returned +35.16%. Year to date, VTI is up 13.14% versus a gain of 23.24% for XOMO.
Over three years, VTI compounded at +21.83% per year against +9.09% for XOMO. Across the full 3-year window we track, XOMO has the edge at +9.09% annualized vs +8.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOMO has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.3% 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 -18.9% for XOMO. 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VTI charges 0.03% per year while XOMO charges 1.25%. On a $10,000 position that is $3 vs $125 annually, a gap of $122 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 37.71% for XOMO.
Holdings Overlap
VTI and XOMO share 0 holdings out of 2790 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 XOMO?
VTI has an expense ratio of 0.03% while XOMO charges 1.25%. VTI is the cheaper option. On a $10,000 investment, that is $122 per year of difference.
Which performed better, VTI or XOMO?
Over the past year VTI returned +22.35% vs +35.16% for XOMO, so XOMO leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.09% vs +9.09% for XOMO. Past performance does not guarantee future results.
Which is riskier, VTI or XOMO?
XOMO has been the more volatile fund at 17.5% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XOMO -18.9%.
Should I hold both VTI and XOMO?
VTI and XOMO have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VTI and XOMO?
VTI and XOMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, VTI or XOMO?
VTI yields 1.07% while XOMO yields 37.71%, so XOMO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.