VTI vs YQQQ

VTI vs YQQQ
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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

MetricVTIYQQQWinner
Expense Ratio0.03%1.11%
AUM$666.9B$15M
Dividend Yield1.07%28.84%
Holdings3,54327
YTD Return+13.12%-5.63%
1Y Return+20.82%-6.87%
3Y Return (annualized)+21.43%-
5Y Return (annualized)+11.84%-
Volatility (annualized)15.3%15.6%
Max Drawdown-56.6%-29.1%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionMay 24, 2001Aug 14, 2024

VTI vs YQQQ Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and YieldMax Short N100 Option Income Strategy ETF (YQQQ) is a ETF from YieldMax ETF. Over the past year VTI returned +20.82% while YQQQ returned -6.87%. Year to date, VTI is up 13.12% versus a loss of 5.63% for YQQQ.

Risk: Volatility and Drawdowns

YQQQ has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -29.1% for YQQQ. 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 -0.85. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while YQQQ charges 1.11%. On a $10,000 position that is $3 vs $111 annually, a gap of $108 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 28.84% for YQQQ.

Holdings Overlap

0.0%overlap

VTI and YQQQ 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 YQQQ?

VTI has an expense ratio of 0.03% while YQQQ charges 1.11%. VTI is the cheaper option. On a $10,000 investment, that is $108 per year of difference.

Which performed better, VTI or YQQQ?

Over the past year VTI returned +20.82% vs -6.87% for YQQQ, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.08% vs -9.33% for YQQQ. Past performance does not guarantee future results.

Which is riskier, VTI or YQQQ?

YQQQ has been the more volatile fund at 15.6% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs YQQQ -29.1%.

Should I hold both VTI and YQQQ?

VTI and YQQQ have a monthly-return correlation of -0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and YQQQ?

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

Which pays a higher dividend, VTI or YQQQ?

VTI yields 1.07% while YQQQ yields 28.84%, so YQQQ currently pays the higher dividend yield.

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