GXDW 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

MetricGXDWVTIWinner
Expense Ratio0.50%0.03%
AUM$6M$663.5B
Dividend Yield1.34%1.07%
Holdings73,543
YTD Return-1.52%+14.20%
1Y Return-4.37%+24.16%
3Y Return (annualized)-1.89%+21.12%
5Y Return (annualized)-12.72%+12.37%
Volatility (annualized)28.5%15.3%
Max Drawdown-67.8%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionOct 25, 2019May 24, 2001

GXDW vs VTI Performance

Global X Dorsey Wright Thematic ETF (GXDW) is a ETF from Global X by mirae Asset and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GXDW returned -4.37% while VTI returned +24.16%. Year to date, GXDW is down 1.52% versus a gain of 14.20% for VTI.

Over three years, GXDW compounded at -1.89% per year against +21.12% for VTI; over five years the annualized figures are -12.72% and +12.37% respectively. Across the full 7-year window we track, VTI has the edge at +8.14% annualized vs +0.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GXDW has been the more volatile fund, with annualized monthly volatility of 28.5% 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 -67.8% for GXDW 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GXDW 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, GXDW currently yields 1.34% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

GXDW and VTI 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, GXDW or VTI?

GXDW 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, GXDW or VTI?

Over the past year GXDW returned -4.37% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), GXDW annualized +0.11% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, GXDW or VTI?

GXDW has been the more volatile fund at 28.5% annualized versus 15.3% for VTI. Worst drawdown: GXDW -67.8% vs VTI -56.6%.

Should I hold both GXDW and VTI?

GXDW and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GXDW and VTI?

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

Which pays a higher dividend, GXDW or VTI?

GXDW yields 1.34% while VTI yields 1.07%, so GXDW currently pays the higher dividend yield.

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