VTI vs XYZY

VTI vs XYZY

Which is better, VTI or XYZY?

Large Cap Blend against Option Writing.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricVTIXYZY
Expense Ratio0.03%Best1.36%
AUM$666.9B$34M
Dividend Yield1.03%75.65%
Holdings3,54312
YTD Return+12.57%Best+8.60%
1Y Return+17.22%Best-4.10%
3Y Return (annualized)+20.87%Best+10.66%
5Y Return (annualized)+11.86%-
Volatility (annualized)12.8%Best41.4%
Max Drawdown-19.3%Best-52.3%
$10,000 over 2.9 years$17,949Best$13,414
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 24, 2001Oct 10, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 11, 2023 to Sep 11, 2026 (2.9 years).

VTI vs XYZY 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 2.9 years both funds cover.

VTI vs XYZY Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and YieldMax XYZ Option Income Strategy ETF (XYZY) is an ETF from YieldMax ETF. Over the past year VTI returned +17.22% while XYZY returned -4.10%. Year to date, VTI is up 12.57% versus a gain of 8.60% for XYZY.

Over three years, VTI compounded at +20.87% per year against +10.66% for XYZY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XYZY has been the more volatile fund, with annualized monthly volatility of 41.4% compared with 12.8% 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 -52.3% for XYZY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VTI charges 0.03% per year while XYZY charges 1.36%. On a $10,000 position that is $3 vs $136 annually, a gap of $133 per year that compounds over a long holding period. On income, VTI currently yields 1.03% against 75.65% for XYZY.

Holdings Overlap

We hold position weights for 2,787 holdings in VTI and 2 in XYZY, totalling 90.6% and 26.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 63 days apart, VTI as of Jun 30, 2026 and XYZY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2,787 positions we hold weights for in VTI and 2 in XYZY, against full books of 3,543 and 12.

You are not choosing between two funds in isolation.

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

VTIXYZY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTI or XYZY?

VTI has an expense ratio of 0.03% while XYZY charges 1.36%. VTI is the cheaper option, by $133 a year on a $10,000 investment.

Which performed better, VTI or XYZY?

Over the past year VTI returned +17.22% vs -4.10% for XYZY, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTI or XYZY?

XYZY has been the more volatile fund at 41.4% annualized versus 12.8% for VTI. Worst drawdown: VTI -19.3% vs XYZY -52.3%.

Should I hold both VTI and XYZY?

VTI and XYZY have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VTI or XYZY?

VTI yields 1.03% while XYZY yields 75.65%, so XYZY currently pays the higher dividend yield.

Is XYZY better than VTI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.