REVS vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: REVSMore Diversified: VTI

Side-by-Side Comparison

MetricREVSVTIWinner
Expense Ratio0.19%0.03%
AUM$321M$663.5B
Dividend Yield1.91%1.07%
Holdings3103,543
YTD Return+18.25%+13.39%
1Y Return+29.05%+23.21%
3Y Return (annualized)+18.77%+20.65%
5Y Return (annualized)+12.60%+12.18%
Volatility (annualized)16.6%15.3%
Max Drawdown-37.9%-56.6%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionSep 25, 2019May 24, 2001

REVS vs VTI Performance

Columbia Research Enhanced Value ETF (REVS) is a ETF from Columbia Threadneedle Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year REVS returned +29.05% while VTI returned +23.21%. Year to date, REVS is up 18.25% versus a gain of 13.39% for VTI.

Over three years, REVS compounded at +18.77% per year against +20.65% for VTI; over five years the annualized figures are +12.60% and +12.18% respectively. Across the full 7-year window we track, REVS has the edge at +13.65% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REVS has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -37.9% for REVS 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

REVS charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, REVS currently yields 1.91% against 1.07% for VTI.

Holdings Overlap

17.4%overlap

REVS and VTI share 245 holdings out of 2838 unique holdings combined, representing a 17.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in REVSWeight in VTIDifference
GOOG3.25%2.27%0.98%
XOM3.48%0.78%2.70%
PG3.30%0.47%2.83%
WFCProProPro
CSCOProProPro
AMDProProPro
CProProPro
METAProProPro
PFEProProPro
CVXProProPro
See all 10 holdings REVS shares with VTI
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Frequently Asked Questions

Which is cheaper, REVS or VTI?

REVS has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, REVS or VTI?

Over the past year REVS returned +29.05% vs +23.21% for VTI, so REVS leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.65% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, REVS or VTI?

REVS has been the more volatile fund at 16.6% annualized versus 15.3% for VTI. Worst drawdown: REVS -37.9% vs VTI -56.6%.

Should I hold both REVS and VTI?

REVS and VTI have a monthly-return correlation of 0.90, 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 REVS and VTI?

REVS and VTI share 245 common holdings with a 17.4% weight overlap. Combined, they hold 2838 unique securities.

Which pays a higher dividend, REVS or VTI?

REVS yields 1.91% while VTI yields 1.07%, so REVS currently pays the higher dividend yield.

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