VTI vs YANG

VTI vs YANG
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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

MetricVTIYANGWinner
Expense Ratio0.03%1.03%
AUM$666.9B$99M
Dividend Yield1.07%3.49%
Holdings3,5437
YTD Return+13.38%+34.72%
1Y Return+21.12%+15.29%
3Y Return (annualized)+21.85%-47.92%
5Y Return (annualized)+12.44%-38.44%
Volatility (annualized)15.3%66.3%
Max Drawdown-56.6%-100.0%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 24, 2001Dec 3, 2009

VTI vs YANG Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Direxion Daily FTSE China Bear 3X ETF (YANG) is a ETF from Direxion Shares ETF Trust. Over the past year VTI returned +21.12% while YANG returned +15.29%. Year to date, VTI is up 13.38% versus a gain of 34.72% for YANG.

Over three years, VTI compounded at +21.85% per year against -47.92% for YANG; over five years the annualized figures are +12.44% and -38.44% respectively. Across the full 17-year window we track, VTI has the edge at +8.10% annualized vs -37.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YANG has been the more volatile fund, with annualized monthly volatility of 66.3% 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 -100.0% for YANG. 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 -0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while YANG charges 1.03%. On a $10,000 position that is $3 vs $103 annually, a gap of $100 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 3.49% for YANG.

Holdings Overlap

0.0%overlap

VTI and YANG share 0 holdings out of 2790 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 YANG?

VTI has an expense ratio of 0.03% while YANG charges 1.03%. VTI is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, VTI or YANG?

Over the past year VTI returned +21.12% vs +15.29% for YANG, so VTI leads on 1-year performance. Over the longest common window we track (17 years), VTI annualized +8.10% vs -37.99% for YANG. Past performance does not guarantee future results.

Which is riskier, VTI or YANG?

YANG has been the more volatile fund at 66.3% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs YANG -100.0%.

Should I hold both VTI and YANG?

VTI and YANG have a monthly-return correlation of -0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and YANG?

VTI and YANG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, VTI or YANG?

VTI yields 1.07% while YANG yields 3.49%, so YANG currently pays the higher dividend yield.

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