SHRT 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

MetricSHRTVTIWinner
Expense Ratio1.35%0.03%
AUM$15M$663.5B
Dividend Yield0.08%1.07%
Holdings8063,543
YTD Return-13.42%+10.14%
1Y Return-13.65%+19.82%
3Y Return (annualized)-+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)13.3%15.4%
Max Drawdown-27.8%-56.6%
Fund FamilyGotham ETFsVanguard (US)
CategoryEquityEquity
InceptionNov 6, 2023May 24, 2001

SHRT vs VTI Performance

Gotham Short Strategies ETF (SHRT) is a ETF from Gotham ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SHRT returned -13.65% while VTI returned +19.82%. Year to date, SHRT is down 13.42% 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 SHRT. 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 -27.8% for SHRT 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 -0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SHRT charges 1.35% per year while VTI charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, SHRT currently yields 0.08% against 1.07% for VTI.

Holdings Overlap

6.0%overlap

SHRT and VTI share 288 holdings out of 2893 unique holdings combined, representing a 6.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SHRTWeight in VTIDifference
MU1.35%1.79%0.44%
MSFT-1.08%3.81%4.89%
2345:TW1.55%0.10%1.45%
GMProProPro
SWKSProProPro
LMTProProPro
OKTAProProPro
FSLRProProPro
DDProProPro
ALBProProPro
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Frequently Asked Questions

Which is cheaper, SHRT or VTI?

SHRT has an expense ratio of 1.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $132 per year of difference.

Which performed better, SHRT or VTI?

Over the past year SHRT returned -13.65% vs +19.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), SHRT annualized -7.98% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, SHRT or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 13.3% for SHRT. Worst drawdown: SHRT -27.8% vs VTI -56.6%.

Should I hold both SHRT and VTI?

SHRT and VTI have a monthly-return correlation of -0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SHRT and VTI?

SHRT and VTI share 288 common holdings with a 6.0% weight overlap. Combined, they hold 2893 unique securities.

Which pays a higher dividend, SHRT or VTI?

SHRT yields 0.08% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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