VTI vs YLDW
Vanguard Morningstar Total Stock Market ETF vs Westwood Enhanced Income Opportunity ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | VTI | YLDW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $666.9B | $38M | |
| Dividend Yield | 1.07% | 5.19% | |
| Holdings | 3,543 | 146 | |
| YTD Return | +13.14% | +7.29% | |
| 1Y Return | +22.35% | - | |
| 3Y Return (annualized) | +21.83% | - | |
| 5Y Return (annualized) | +12.01% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.6% | -5.7% | |
| Fund Family | Vanguard (US) | Westwood Funds | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 24, 2001 | Dec 11, 2025 |
VTI vs YLDW Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is a ETF from Westwood Funds. Year to date, VTI is up 13.14% versus a gain of 7.29% for YLDW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.6% for VTI and -5.7% for YLDW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.07% against 5.19% for YLDW.
Holdings Overlap
VTI and YLDW share 32 holdings out of 2797 unique holdings combined, representing a 19.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between VTI and YLDW?
VTI and YLDW share 32 common holdings with a 19.8% weight overlap. Combined, they hold 2797 unique securities.
Which pays a higher dividend, VTI or YLDW?
VTI yields 1.07% while YLDW yields 5.19%, so YLDW currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.