VTI vs ZMAR

VTI vs ZMAR
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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

MetricVTIZMARWinner
Expense Ratio0.03%0.79%
AUM$666.9B$114M
Dividend Yield1.07%0.00%
Holdings3,5437
YTD Return+13.14%+3.56%
1Y Return+22.35%+6.42%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%1.8%
Max Drawdown-56.6%-2.3%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 24, 2001Mar 3, 2025

VTI vs ZMAR Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) is a ETF from Innovator ETFs Trust. Over the past year VTI returned +22.35% while ZMAR returned +6.42%. Year to date, VTI is up 13.14% versus a gain of 3.56% for ZMAR.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 1.8% for ZMAR. 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 -2.3% for ZMAR. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while ZMAR 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 ZMAR.

Holdings Overlap

0.0%overlap

VTI and ZMAR share 0 holdings out of 2788 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 ZMAR?

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

Over the past year VTI returned +22.35% vs +6.42% for ZMAR, so VTI leads on 1-year performance. Over the longest common window we track (2 years), VTI annualized +8.09% vs +6.60% for ZMAR. Past performance does not guarantee future results.

Which is riskier, VTI or ZMAR?

VTI has been the more volatile fund at 15.3% annualized versus 1.8% for ZMAR. Worst drawdown: VTI -56.6% vs ZMAR -2.3%.

Should I hold both VTI and ZMAR?

VTI and ZMAR have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and ZMAR?

VTI and ZMAR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, VTI or ZMAR?

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

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