VTI vs XTAP

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXTAPWinner
Expense Ratio0.03%0.79%
AUM$663.5B$23M
Dividend Yield1.07%0.00%
Holdings3,5437
YTD Return+14.16%+13.68%
1Y Return+23.62%+19.05%
3Y Return (annualized)+21.43%+17.57%
5Y Return (annualized)+12.33%+10.88%
Volatility (annualized)15.3%12.8%
Max Drawdown-56.6%-22.1%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Mar 31, 2021

VTI vs XTAP Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator US Equity Accelerated Plus ETF - April (XTAP) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +23.62% while XTAP returned +19.05%. Year to date, VTI is up 14.16% versus a gain of 13.68% for XTAP.

Over three years, VTI compounded at +21.43% per year against +17.57% for XTAP; over five years the annualized figures are +12.33% and +10.88% respectively. Across the full 5-year window we track, XTAP has the edge at +11.60% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% for XTAP. 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 -22.1% for XTAP. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XTAP charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.00% for XTAP.

Holdings Overlap

0.0%overlap

VTI and XTAP share 0 holdings out of 2784 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 XTAP?

VTI has an expense ratio of 0.03% while XTAP charges 0.79%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, VTI or XTAP?

Over the past year VTI returned +23.62% vs +19.05% for XTAP, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.14% vs +11.60% for XTAP. Past performance does not guarantee future results.

Which is riskier, VTI or XTAP?

VTI has been the more volatile fund at 15.3% annualized versus 12.8% for XTAP. Worst drawdown: VTI -56.6% vs XTAP -22.1%.

Should I hold both VTI and XTAP?

VTI and XTAP have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XTAP?

VTI and XTAP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, VTI or XTAP?

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

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