VTI vs YMAG

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

MetricVTIYMAGWinner
Expense Ratio0.03%1.34%
AUM$663.5B$278M
Dividend Yield1.07%58.52%
Holdings3,5439
YTD Return+14.22%+2.63%
1Y Return+22.19%+11.21%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.23%-
Volatility (annualized)15.3%17.9%
Max Drawdown-56.6%-26.0%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionMay 24, 2001Jan 29, 2024

VTI vs YMAG Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and YieldMax Magnificent 7 Fund of Option Income ETF (YMAG) is a ETF from YieldMax ETF. Over the past year VTI returned +22.19% while YMAG returned +11.21%. Year to date, VTI is up 14.22% versus a gain of 2.63% for YMAG.

Risk: Volatility and Drawdowns

YMAG has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -26.0% for YMAG. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while YMAG charges 1.34%. On a $10,000 position that is $3 vs $134 annually, a gap of $131 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 58.52% for YMAG.

Holdings Overlap

0.0%overlap

VTI and YMAG share 0 holdings out of 2791 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 YMAG?

VTI has an expense ratio of 0.03% while YMAG charges 1.34%. VTI is the cheaper option. On a $10,000 investment, that is $131 per year of difference.

Which performed better, VTI or YMAG?

Over the past year VTI returned +22.19% vs +11.21% for YMAG, so VTI leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.14% vs +21.68% for YMAG. Past performance does not guarantee future results.

Which is riskier, VTI or YMAG?

YMAG has been the more volatile fund at 17.9% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs YMAG -26.0%.

Should I hold both VTI and YMAG?

VTI and YMAG have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and YMAG?

VTI and YMAG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, VTI or YMAG?

VTI yields 1.07% while YMAG yields 58.52%, so YMAG currently pays the higher dividend yield.

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