VTI vs ZVOL

VTI vs ZVOL
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

MetricVTIZVOLWinner
Expense Ratio0.03%1.42%
AUM$666.9B$16M
Dividend Yield1.07%74.79%
Holdings3,5435
YTD Return+13.14%-19.85%
1Y Return+22.35%-11.37%
3Y Return (annualized)+21.83%-1.98%
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%55.4%
Max Drawdown-56.6%-64.5%
Fund FamilyVanguard (US)Volatility Shares, LLC
CategoryEquityAlternative
InceptionMay 24, 2001Nov 22, 2024

VTI vs ZVOL Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Volatility Premium Plus ETF (ZVOL) is a ETF from Volatility Shares, LLC. Over the past year VTI returned +22.35% while ZVOL returned -11.37%. Year to date, VTI is up 13.14% versus a loss of 19.85% for ZVOL.

Over three years, VTI compounded at +21.83% per year against -1.98% for ZVOL. Across the full 3-year window we track, VTI has the edge at +8.09% annualized vs +5.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZVOL has been the more volatile fund, with annualized monthly volatility of 55.4% 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 -64.5% for ZVOL. 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 0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while ZVOL charges 1.42%. On a $10,000 position that is $3 vs $142 annually, a gap of $139 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 74.79% for ZVOL.

Frequently Asked Questions

Which is cheaper, VTI or ZVOL?

VTI has an expense ratio of 0.03% while ZVOL charges 1.42%. VTI is the cheaper option. On a $10,000 investment, that is $139 per year of difference.

Which performed better, VTI or ZVOL?

Over the past year VTI returned +22.35% vs -11.37% for ZVOL, so VTI leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.09% vs +5.30% for ZVOL. Past performance does not guarantee future results.

Which is riskier, VTI or ZVOL?

ZVOL has been the more volatile fund at 55.4% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs ZVOL -64.5%.

Should I hold both VTI and ZVOL?

VTI and ZVOL have a monthly-return correlation of 0.06, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, VTI or ZVOL?

VTI yields 1.07% while ZVOL yields 74.79%, so ZVOL 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