DLUX vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricDLUXVTIWinner
Expense Ratio0.18%0.03%
AUM$107M$663.5B
Dividend Yield0.47%1.07%
Holdings973,543
YTD Return+1.18%+13.57%
1Y Return-+24.23%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.24%
Volatility (annualized)-15.3%
Max Drawdown-0.3%-56.6%
Fund FamilyDoubleLine FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 31, 2026May 24, 2001

DLUX vs VTI Performance

DoubleLine Ultrashort Income ETF (DLUX) is a ETF from DoubleLine Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, DLUX is up 1.18% versus a gain of 13.57% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.3% for DLUX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DLUX charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, DLUX currently yields 0.47% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DLUX and VTI share 0 holdings out of 2833 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, DLUX or VTI?

DLUX has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

What is the holdings overlap between DLUX and VTI?

DLUX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2833 unique securities.

Which pays a higher dividend, DLUX or VTI?

DLUX yields 0.47% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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