ONEY vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: ONEYMore Diversified: VTI

Side-by-Side Comparison

MetricONEYVTIWinner
Expense Ratio0.20%0.03%
AUM$670M$663.5B
Dividend Yield2.87%1.07%
Holdings3003,543
YTD Return+17.73%+13.39%
1Y Return+24.69%+23.21%
3Y Return (annualized)+13.60%+20.65%
5Y Return (annualized)+10.11%+12.18%
Volatility (annualized)18.9%15.3%
Max Drawdown-47.5%-56.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 2, 2015May 24, 2001

ONEY vs VTI Performance

State Street SPDR Russell 1000 Yield Focus ETF (ONEY) is a ETF from State Street Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ONEY returned +24.69% while VTI returned +23.21%. Year to date, ONEY is up 17.73% versus a gain of 13.39% for VTI.

Over three years, ONEY compounded at +13.60% per year against +20.65% for VTI; over five years the annualized figures are +10.11% and +12.18% respectively. Across the full 11-year window we track, ONEY has the edge at +9.45% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEY has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -47.5% for ONEY 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ONEY charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, ONEY currently yields 2.87% against 1.07% for VTI.

Holdings Overlap

5.2%overlap

ONEY and VTI share 220 holdings out of 2862 unique holdings combined, representing a 5.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ONEYWeight in VTIDifference
PGR3.91%0.18%3.73%
CMCSA2.11%0.12%1.99%
ALL1.85%0.08%1.77%
UPSProProPro
CIProProPro
OKEProProPro
EOGProProPro
ACNProProPro
MOProProPro
SPGProProPro
See all 10 holdings ONEY shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, ONEY or VTI?

ONEY has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, ONEY or VTI?

Over the past year ONEY returned +24.69% vs +23.21% for VTI, so ONEY leads on 1-year performance. Over the longest common window we track (11 years), ONEY annualized +9.45% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, ONEY or VTI?

ONEY has been the more volatile fund at 18.9% annualized versus 15.3% for VTI. Worst drawdown: ONEY -47.5% vs VTI -56.6%.

Should I hold both ONEY and VTI?

ONEY and VTI have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ONEY and VTI?

ONEY and VTI share 220 common holdings with a 5.2% weight overlap. Combined, they hold 2862 unique securities.

Which pays a higher dividend, ONEY or VTI?

ONEY yields 2.87% while VTI yields 1.07%, so ONEY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →