VTI vs XTL

VTI vs XTL

Which is better, VTI or XTL?

Large Cap Blend against Mid Cap Blend.

VTI has a lower expense ratio. VTI led over the full window, XTL over 1Y, 3Y and 5Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 36.8%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

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

MetricVTIXTL
Expense Ratio0.03%Best0.35%
AUM$666.9B$583M
Dividend Yield1.03%1.26%
Holdings3,54342
YTD Return+12.43%+30.60%Best
1Y Return+15.92%+46.98%Best
3Y Return (annualized)+22.42%+43.28%Best
5Y Return (annualized)+12.37%+17.22%Best
Volatility (annualized)14.6%Best20.4%
Max Drawdown-35.0%Best-37.0%
$10,000 over 5 years$17,916$22,131Best
Top 10 Weight33.3%Best36.8%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Blend
InceptionMay 24, 2001Jan 26, 2011

Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2011 to Sep 28, 2026 (15.7 years).

VTI vs XTL 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 15.7 years both funds cover.

VTI vs XTL Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and State Street SPDR S&P Telecom ETF (XTL) is an ETF from State Street Investment Management. Over the past year VTI returned +15.92% while XTL returned +46.98%. Year to date, VTI is up 12.43% versus a gain of 30.60% for XTL.

Over three years, VTI compounded at +22.42% per year against +43.28% for XTL; over five years the annualized figures are +12.37% and +17.22% respectively. Across the full 16-year window we track, VTI has the edge at +12.18% annualized vs +9.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XTL has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 14.6% 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 -35.0% for VTI and -37.0% for XTL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XTL 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 1.03% against 1.26% for XTL.

Holdings Overlap

VTI already in XTL1.9%
XTL already in VTI91.4%

1.9% of VTI's money is in holdings XTL also owns. 91.4% of XTL's money is in holdings VTI also owns.

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

36 positions in common, counted across the 3,463 positions we hold weights for in VTI and 41 in XTL, against full books of 3,543 and 42.

What only one of them owns

Our book lists 4 positions for XTL that do not appear in our book for VTI (6.5% of the fund), and 1,131 for VTI that do not appear in XTL (95.5%).

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 XTLDifference
ANETArista Networks Inc.0.27%4.11%3.84%
MSIMotorola Solutions, Inc0.10%3.90%3.80%
TBBAt&t Inc0.22%3.74%3.52%
CMCSAComcast Corp-class A Cmcsa0.12%3.75%3.63%
VZVerizon Communic0.24%3.58%3.34%
VSATViasat Inc0.01%3.81%3.80%
CSCOCisco Systems Inc. - Ordinary Shares0.57%3.09%2.52%
LITELumentum Holdings Inc0.08%3.42%3.34%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.10%3.38%3.28%
IRDMIridium Communications Inc0.01%3.45%3.44%

91.4% of XTL 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.

VTIXTL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or XTL?

VTI has an expense ratio of 0.03% while XTL charges 0.35%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, VTI or XTL?

Over the past year VTI returned +15.92% vs +46.98% for XTL, so XTL leads on 1-year performance. Over the longest common window we track (16 years), VTI annualized +12.18% vs +9.55% for XTL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or XTL?

XTL has been the more volatile fund at 20.4% annualized versus 14.6% for VTI. Worst drawdown: VTI -35.0% vs XTL -37.0%.

Should I hold both VTI and XTL?

VTI and XTL have a monthly-return correlation of 0.77, 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 XTL?

91.4% of XTL's money is in holdings VTI also owns. 91.4% of XTL's is in holdings VTI also owns. They hold 36 positions in common, counted across the 3,463 positions we hold weights for in VTI and 41 in XTL.

Which pays a higher dividend, VTI or XTL?

VTI yields 1.03% while XTL yields 1.26%, so XTL currently pays the higher dividend yield.

Is XTL better than VTI?

VTI has a lower expense ratio. VTI led over the full window, XTL over 1Y, 3Y and 5Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 36.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.