VTI vs XUSP

VTI vs XUSP

Which is better, VTI or XUSP?

Large Cap Blend against Option Writing.

VTI has a lower expense ratio. XUSP led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: VTIHigher Returns: XUSP

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

MetricVTIXUSP
Expense Ratio0.03%Best0.79%
AUM$666.9B$52M
Dividend Yield1.03%0.00%
Holdings3,54328
YTD Return+12.30%+12.55%Best
1Y Return+16.08%+16.39%Best
3Y Return (annualized)+21.01%+23.81%Best
5Y Return (annualized)+12.36%-
Volatility (annualized)14.5%Best17.8%
Max Drawdown-19.3%Best-22.6%
$10,000 over 4.1 years$18,783$19,931Best
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 24, 2001Aug 10, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 11, 2022 to Sep 18, 2026 (4.1 years).

VTI vs XUSP 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 4.1 years both funds cover.

VTI vs XUSP Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Innovator Uncapped Accelerated US Equity ETF (XUSP) is an ETF from Innovator ETFs Trust. Over the past year VTI returned +16.08% while XUSP returned +16.39%. Year to date, VTI is up 12.30% versus a gain of 12.55% for XUSP.

Over three years, VTI compounded at +21.01% per year against +23.81% for XUSP. Across the full 4-year window we track, XUSP has the edge at +18.32% annualized vs +16.62%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XUSP has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.5% 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 -19.3% for VTI and -22.6% for XUSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while XUSP 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 1.03% against 0.00% for XUSP.

You are not choosing between two funds in isolation.

Whichever of VTI and XUSP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VTIXUSP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or XUSP?

VTI has an expense ratio of 0.03% while XUSP charges 0.79%. VTI is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, VTI or XUSP?

Over the past year VTI returned +16.08% vs +16.39% for XUSP, so XUSP leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +16.62% vs +18.32% for XUSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or XUSP?

XUSP has been the more volatile fund at 17.8% annualized versus 14.5% for VTI. Worst drawdown: VTI -19.3% vs XUSP -22.6%.

Should I hold both VTI and XUSP?

VTI and XUSP have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, VTI or XUSP?

VTI yields 1.03% while XUSP yields 0.00%, so VTI currently pays the higher dividend yield.

Is XUSP better than VTI?

VTI has a lower expense ratio. XUSP led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.