CAML vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricCAMLVTIWinner
Expense Ratio0.65%0.03%
AUM$368M$663.5B
Dividend Yield0.00%1.07%
Holdings393,543
YTD Return+2.14%+10.14%
1Y Return+4.88%+19.82%
3Y Return (annualized)+16.41%+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)15.1%15.4%
Max Drawdown-21.1%-56.6%
Fund FamilyCongress Asset Management CompanyVanguard (US)
CategoryEquityEquity
InceptionAug 22, 2023May 24, 2001

CAML vs VTI Performance

Congress Large Cap Growth ETF (CAML) is a ETF from Congress Asset Management Company and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CAML returned +4.88% while VTI returned +19.82%. Year to date, CAML is up 2.14% versus a gain of 10.14% for VTI.

Over three years, CAML compounded at +16.41% per year against +18.94% for VTI. Across the full 3-year window we track, CAML has the edge at +16.41% annualized vs +7.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.1% for CAML. 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 -21.1% for CAML and -56.6% for VTI. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CAML charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

32.8%overlap

CAML and VTI share 33 holdings out of 2788 unique holdings combined, representing a 32.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CAMLWeight in VTIDifference
NVDA6.61%6.32%0.29%
AAPL5.53%5.84%0.31%
MSFT5.09%3.81%1.28%
GOOGLProProPro
AVGOProProPro
AMZNProProPro
ANETProProPro
METAProProPro
GEVProProPro
ETNProProPro
See all 10 holdings CAML shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, CAML or VTI?

CAML has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, CAML or VTI?

Over the past year CAML returned +4.88% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), CAML annualized +16.41% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, CAML or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 15.1% for CAML. Worst drawdown: CAML -21.1% vs VTI -56.6%.

Should I hold both CAML and VTI?

CAML and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between CAML and VTI?

CAML and VTI share 33 common holdings with a 32.8% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, CAML or VTI?

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

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