KLMN vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: KLMNMore Diversified: VTI

Side-by-Side Comparison

MetricKLMNVTIWinner
Expense Ratio0.09%0.03%
AUM$2.3B$663.5B
Dividend Yield1.20%1.07%
Holdings2813,543
YTD Return+10.30%+10.14%
1Y Return+20.25%+19.82%
3Y Return (annualized)-+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)13.3%15.4%
Max Drawdown-19.2%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 11, 2024May 24, 2001

KLMN vs VTI Performance

Invesco MSCI North America Climate ETF (KLMN) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year KLMN returned +20.25% while VTI returned +19.82%. Year to date, KLMN is up 10.30% versus a gain of 10.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.3% for KLMN. 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 -19.2% for KLMN 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

KLMN charges 0.09% per year while VTI charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, KLMN currently yields 1.20% against 1.07% for VTI.

Holdings Overlap

75.9%overlap

KLMN and VTI share 240 holdings out of 2813 unique holdings combined, representing a 75.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in KLMNWeight in VTIDifference
NVDA6.69%6.32%0.37%
AAPL6.15%5.84%0.31%
MSFT3.88%3.81%0.07%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
MUProProPro
METAProProPro
TSLAProProPro
See all 10 holdings KLMN 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, KLMN or VTI?

KLMN has an expense ratio of 0.09% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, KLMN or VTI?

Over the past year KLMN returned +20.25% vs +19.82% for VTI, so KLMN leads on 1-year performance. Over the longest common window we track (2 years), KLMN annualized +15.05% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, KLMN or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 13.3% for KLMN. Worst drawdown: KLMN -19.2% vs VTI -56.6%.

Should I hold both KLMN and VTI?

KLMN and VTI have a monthly-return correlation of 0.99, 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 KLMN and VTI?

KLMN and VTI share 240 common holdings with a 75.9% weight overlap. Combined, they hold 2813 unique securities.

Which pays a higher dividend, KLMN or VTI?

KLMN yields 1.20% while VTI yields 1.07%, so KLMN currently pays the higher dividend yield.

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