VTI vs YLDW

VTI vs YLDW

Which is better, VTI or YLDW?

Large Cap Blend against Allocation/Balanced.

VTI has a lower expense ratio. VTI led over 1Y.

Lower Fees: VTIHigher Returns (1Y): 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

MetricVTIYLDW
Expense Ratio0.03%Best0.79%
AUM$689.2B$42M
Dividend Yield1.06%7.46%
Holdings3,542281
YTD Return+12.23%Best+4.90%
1Y Return+12.74%Best+6.20%
3Y Return (annualized)+21.44%-
5Y Return (annualized)+10.83%-
Fund FamilyVanguard (US)Westwood Funds
CategoryEquityAllocation/Balanced
StyleLarge Cap BlendAllocation/Balanced
InceptionMay 24, 2001Dec 11, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

VTI vs YLDW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VTI vs YLDW Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is an ETF from Westwood Funds. Over the past year VTI returned +12.74% while YLDW returned +6.20%. Year to date, VTI is up 12.23% versus a gain of 4.90% for YLDW.

Past performance does not guarantee future results.

Fees and Cost Over Time

VTI charges 0.03% per year while YLDW 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 1.06% against 7.46% for YLDW.

You are not choosing between two funds in isolation.

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

VTIYLDW

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Frequently Asked Questions

Which is cheaper, VTI or YLDW?

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

Which performed better, VTI or YLDW?

Over the past year VTI returned +12.74% vs +6.20% for YLDW, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, VTI or YLDW?

VTI yields 1.06% while YLDW yields 7.46%, so YLDW currently pays the higher dividend yield.

Is YLDW better than VTI?

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