VTI vs XYZG

VTI vs XYZG
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIXYZGWinner
Expense Ratio0.03%0.78%
AUM$666.9B$3M
Dividend Yield1.07%5.39%
Holdings3,5436
YTD Return+13.14%+27.68%
1Y Return+20.29%-22.11%
3Y Return (annualized)+21.42%-
5Y Return (annualized)+12.00%-
Volatility (annualized)15.3%56.5%
Max Drawdown-56.6%-69.4%
Fund FamilyVanguard (US)Leverage Shares
CategoryEquityAlternative
InceptionMay 24, 2001Apr 4, 2025

VTI vs XYZG Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Leverage Shares 2X Long XYZ Daily ETF (XYZG) is a ETF from Leverage Shares. Over the past year VTI returned +20.29% while XYZG returned -22.11%. Year to date, VTI is up 13.14% versus a gain of 27.68% for XYZG.

Risk: Volatility and Drawdowns

XYZG has been the more volatile fund, with annualized monthly volatility of 56.5% 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 -69.4% for XYZG. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while XYZG charges 0.78%. On a $10,000 position that is $3 vs $78 annually, a gap of $75 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 5.39% for XYZG.

Holdings Overlap

0.0%overlap

VTI and XYZG share 0 holdings out of 2788 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 XYZG?

VTI has an expense ratio of 0.03% while XYZG charges 0.78%. VTI is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, VTI or XYZG?

Over the past year VTI returned +20.29% vs -22.11% for XYZG, so VTI leads on 1-year performance. Over the longest common window we track (1 years), VTI annualized +8.08% vs +37.22% for XYZG. Past performance does not guarantee future results.

Which is riskier, VTI or XYZG?

XYZG has been the more volatile fund at 56.5% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XYZG -69.4%.

Should I hold both VTI and XYZG?

VTI and XYZG have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XYZG?

VTI and XYZG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, VTI or XYZG?

VTI yields 1.07% while XYZG yields 5.39%, so XYZG currently pays the higher dividend yield.

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