VTI vs ZDEK

VTI vs ZDEK
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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

MetricVTIZDEKWinner
Expense Ratio0.03%0.79%
AUM$666.9B$108M
Dividend Yield1.07%0.00%
Holdings3,5435
YTD Return+14.82%+3.79%
1Y Return+22.43%+7.06%
3Y Return (annualized)+21.93%-
5Y Return (annualized)+12.34%-
Volatility (annualized)15.4%2.9%
Max Drawdown-56.6%-3.4%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Nov 29, 2024

VTI vs ZDEK Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +22.43% while ZDEK returned +7.06%. Year to date, VTI is up 14.82% versus a gain of 3.79% for ZDEK.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 2.9% for ZDEK. 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 -3.4% for ZDEK. 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 0.92. 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 ZDEK 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 ZDEK.

Frequently Asked Questions

Which is cheaper, VTI or ZDEK?

VTI has an expense ratio of 0.03% while ZDEK 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 ZDEK?

Over the past year VTI returned +22.43% vs +7.06% for ZDEK, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.16% vs +6.56% for ZDEK. Past performance does not guarantee future results.

Which is riskier, VTI or ZDEK?

VTI has been the more volatile fund at 15.4% annualized versus 2.9% for ZDEK. Worst drawdown: VTI -56.6% vs ZDEK -3.4%.

Should I hold both VTI and ZDEK?

VTI and ZDEK have a monthly-return correlation of 0.92, 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 ZDEK?

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

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