VTI vs XTWO

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

MetricVTIXTWOWinner
Expense Ratio0.03%0.05%
AUM$663.5B$206M
Dividend Yield1.07%4.07%
Holdings3,54397
YTD Return+14.20%+0.60%
1Y Return+24.16%+2.46%
3Y Return (annualized)+21.12%+4.11%
5Y Return (annualized)+12.37%-
Volatility (annualized)15.3%1.9%
Max Drawdown-56.6%-1.7%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionMay 24, 2001Sep 13, 2022

VTI vs XTWO Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) is a ETF from BondBloxx. Over the past year VTI returned +24.16% while XTWO returned +2.46%. Year to date, VTI is up 14.20% versus a gain of 0.60% for XTWO.

Over three years, VTI compounded at +21.12% per year against +4.11% for XTWO. Across the full 4-year window we track, VTI has the edge at +8.14% annualized vs +3.60%. 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 1.9% for XTWO. 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 -1.7% for XTWO. 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 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XTWO charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 4.07% for XTWO.

Holdings Overlap

0.0%overlap

VTI and XTWO share 0 holdings out of 2860 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 XTWO?

VTI has an expense ratio of 0.03% while XTWO charges 0.05%. VTI is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VTI or XTWO?

Over the past year VTI returned +24.16% vs +2.46% for XTWO, so VTI leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +8.14% vs +3.60% for XTWO. Past performance does not guarantee future results.

Which is riskier, VTI or XTWO?

VTI has been the more volatile fund at 15.3% annualized versus 1.9% for XTWO. Worst drawdown: VTI -56.6% vs XTWO -1.7%.

Should I hold both VTI and XTWO?

VTI and XTWO have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XTWO?

VTI and XTWO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2860 unique securities.

Which pays a higher dividend, VTI or XTWO?

VTI yields 1.07% while XTWO yields 4.07%, so XTWO currently pays the higher dividend yield.

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