VTI vs ZAUG

VTI vs ZAUG
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricVTIZAUGWinner
Expense Ratio0.03%0.79%
AUM$666.9B$130M
Dividend Yield1.07%0.00%
Holdings3,5435
YTD Return+13.14%+4.36%
1Y Return+22.35%+6.64%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%3.1%
Max Drawdown-56.6%-4.8%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Jul 31, 2024

VTI vs ZAUG Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +22.35% while ZAUG returned +6.64%. Year to date, VTI is up 13.14% versus a gain of 4.36% for ZAUG.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.1% for ZAUG. 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 -4.8% for ZAUG. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while ZAUG 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 0.00% for ZAUG.

Frequently Asked Questions

Which is cheaper, VTI or ZAUG?

VTI has an expense ratio of 0.03% while ZAUG charges 0.79%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, VTI or ZAUG?

Over the past year VTI returned +22.35% vs +6.64% for ZAUG, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.09% vs +7.53% for ZAUG. Past performance does not guarantee future results.

Which is riskier, VTI or ZAUG?

VTI has been the more volatile fund at 15.3% annualized versus 3.1% for ZAUG. Worst drawdown: VTI -56.6% vs ZAUG -4.8%.

Should I hold both VTI and ZAUG?

VTI and ZAUG have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, VTI or ZAUG?

VTI yields 1.07% while ZAUG yields 0.00%, so VTI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free