GDIV vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: GDIVMore Diversified: VTI

Side-by-Side Comparison

MetricGDIVVTIWinner
Expense Ratio0.50%0.03%
AUM$236M$663.5B
Dividend Yield1.14%1.07%
Holdings503,543
YTD Return+14.45%+14.20%
1Y Return+24.68%+24.16%
3Y Return (annualized)+16.22%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)14.2%15.3%
Max Drawdown-18.9%-56.6%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionApr 29, 2010May 24, 2001

GDIV vs VTI Performance

Harbor Dividend Growth Leaders ETF (GDIV) is a ETF from Harbor Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GDIV returned +24.68% while VTI returned +24.16%. Year to date, GDIV is up 14.45% versus a gain of 14.20% for VTI.

Over three years, GDIV compounded at +16.22% per year against +21.12% for VTI. Across the full 4-year window we track, GDIV has the edge at +12.95% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% for GDIV. 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 -18.9% for GDIV 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GDIV charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, GDIV currently yields 1.14% against 1.07% for VTI.

Holdings Overlap

22.1%overlap

GDIV and VTI share 45 holdings out of 2789 unique holdings combined, representing a 22.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GDIVWeight in VTIDifference
AAPL5.58%5.84%0.26%
NVDA3.08%6.32%3.24%
MSFT2.32%3.81%1.49%
LLYProProPro
AVGOProProPro
JNJProProPro
MLIProProPro
WMBProProPro
BACProProPro
WMTProProPro
See all 10 holdings GDIV 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, GDIV or VTI?

GDIV has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, GDIV or VTI?

Over the past year GDIV returned +24.68% vs +24.16% for VTI, so GDIV leads on 1-year performance. Over the longest common window we track (4 years), GDIV annualized +12.95% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, GDIV or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.2% for GDIV. Worst drawdown: GDIV -18.9% vs VTI -56.6%.

Should I hold both GDIV and VTI?

GDIV and VTI have a monthly-return correlation of 0.93, 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 GDIV and VTI?

GDIV and VTI share 45 common holdings with a 22.1% weight overlap. Combined, they hold 2789 unique securities.

Which pays a higher dividend, GDIV or VTI?

GDIV yields 1.14% while VTI yields 1.07%, so GDIV currently pays the higher dividend yield.

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