VTI vs YBIT

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

MetricVTIYBITWinner
Expense Ratio0.03%1.02%
AUM$663.5B$45M
Dividend Yield1.07%93.24%
Holdings3,54311
YTD Return+13.87%-28.37%
1Y Return+23.31%-42.91%
3Y Return (annualized)+21.17%-
5Y Return (annualized)+12.23%-
Volatility (annualized)15.3%34.5%
Max Drawdown-56.6%-47.5%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionMay 24, 2001Apr 22, 2024

VTI vs YBIT Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and YieldMax Bitcoin Option Income Strategy ETF (YBIT) is a ETF from YieldMax ETF. Over the past year VTI returned +23.31% while YBIT returned -42.91%. Year to date, VTI is up 13.87% versus a loss of 28.37% for YBIT.

Risk: Volatility and Drawdowns

YBIT has been the more volatile fund, with annualized monthly volatility of 34.5% 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 -47.5% for YBIT. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while YBIT charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 93.24% for YBIT.

Holdings Overlap

0.0%overlap

VTI and YBIT share 0 holdings out of 2786 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 YBIT?

VTI has an expense ratio of 0.03% while YBIT charges 1.02%. VTI is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, VTI or YBIT?

Over the past year VTI returned +23.31% vs -42.91% for YBIT, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.13% vs -13.42% for YBIT. Past performance does not guarantee future results.

Which is riskier, VTI or YBIT?

YBIT has been the more volatile fund at 34.5% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs YBIT -47.5%.

Should I hold both VTI and YBIT?

VTI and YBIT have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and YBIT?

VTI and YBIT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2786 unique securities.

Which pays a higher dividend, VTI or YBIT?

VTI yields 1.07% while YBIT yields 93.24%, so YBIT currently pays the higher dividend yield.

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