RWLC 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

MetricRWLCVTIWinner
Expense Ratio0.32%0.03%
AUM$97M$663.5B
Dividend Yield13.05%1.07%
Holdings1073,543
YTD Return+16.19%+13.39%
1Y Return-+23.21%
3Y Return (annualized)-+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)-15.3%
Max Drawdown-8.5%-56.6%
Fund FamilyThe Advisors Inner Circle FundVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2021May 24, 2001

RWLC vs VTI Performance

Rayliant NxtGen Multifactor US Equity ETF (RWLC) is a ETF from The Advisors Inner Circle Fund and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, RWLC is up 16.19% versus a gain of 13.39% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.5% for RWLC and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

RWLC charges 0.32% per year while VTI charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, RWLC currently yields 13.05% against 1.07% for VTI.

Holdings Overlap

40.1%overlap

RWLC and VTI share 97 holdings out of 2786 unique holdings combined, representing a 40.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RWLCWeight in VTIDifference
AAPL9.41%5.84%3.57%
NVDA6.42%6.32%0.10%
GOOGL3.48%2.88%0.60%
MSFTProProPro
GOOGProProPro
AMZNProProPro
MUProProPro
AVGOProProPro
LLYProProPro
MAProProPro
See all 10 holdings RWLC 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, RWLC or VTI?

RWLC has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

What is the holdings overlap between RWLC and VTI?

RWLC and VTI share 97 common holdings with a 40.1% weight overlap. Combined, they hold 2786 unique securities.

Which pays a higher dividend, RWLC or VTI?

RWLC yields 13.05% while VTI yields 1.07%, so RWLC currently pays the higher dividend yield.

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