NANR vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: NANRMore Diversified: VTI

Side-by-Side Comparison

MetricNANRVTIWinner
Expense Ratio0.35%0.03%
AUM$747M$663.5B
Dividend Yield1.87%1.07%
Holdings2073,543
YTD Return+18.56%+13.92%
1Y Return+44.00%+24.07%
3Y Return (annualized)+17.07%+20.88%
5Y Return (annualized)+18.25%+12.47%
Volatility (annualized)23.5%15.3%
Max Drawdown-51.1%-56.6%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2015May 24, 2001

NANR vs VTI Performance

State Street SPDR S&P North American Natural Resources ETF (NANR) is a ETF from SPDR State Street Global Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NANR returned +44.00% while VTI returned +24.07%. Year to date, NANR is up 18.56% versus a gain of 13.92% for VTI.

Over three years, NANR compounded at +17.07% per year against +20.88% for VTI; over five years the annualized figures are +18.25% and +12.47% respectively. Across the full 11-year window we track, NANR has the edge at +12.99% annualized vs +8.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NANR has been the more volatile fund, with annualized monthly volatility of 23.5% 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 -51.1% for NANR 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NANR charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, NANR currently yields 1.87% against 1.07% for VTI.

Holdings Overlap

3.0%overlap

NANR and VTI share 88 holdings out of 2909 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NANRWeight in VTIDifference
XOM10.06%0.78%9.28%
CVX6.53%0.43%6.10%
CTVA3.77%0.08%3.69%
NEMProProPro
COPProProPro
ADMProProPro
NUEProProPro
VLOProProPro
MPCProProPro
PSXProProPro
See all 10 holdings NANR shares with VTI
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Frequently Asked Questions

Which is cheaper, NANR or VTI?

NANR has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, NANR or VTI?

Over the past year NANR returned +44.00% vs +24.07% for VTI, so NANR leads on 1-year performance. Over the longest common window we track (11 years), NANR annualized +12.99% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, NANR or VTI?

NANR has been the more volatile fund at 23.5% annualized versus 15.3% for VTI. Worst drawdown: NANR -51.1% vs VTI -56.6%.

Should I hold both NANR and VTI?

NANR and VTI have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NANR and VTI?

NANR and VTI share 88 common holdings with a 3.0% weight overlap. Combined, they hold 2909 unique securities.

Which pays a higher dividend, NANR or VTI?

NANR yields 1.87% while VTI yields 1.07%, so NANR currently pays the higher dividend yield.

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