SLWS vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricSLWSVTIWinner
Expense Ratio0.42%0.03%
AUM$386M$663.5B
Dividend Yield3.68%1.07%
Holdings1943,543
YTD Return+2.28%+10.14%
1Y Return-+19.82%
3Y Return (annualized)-+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)-15.4%
Max Drawdown-0.7%-56.6%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 19, 2024May 24, 2001

SLWS vs VTI Performance

SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SLWS is up 2.28% versus a gain of 10.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.7% for SLWS 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

SLWS charges 0.42% per year while VTI charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, SLWS currently yields 3.68% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SLWS and VTI share 0 holdings out of 2891 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SLWS or VTI?

SLWS has an expense ratio of 0.42% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

What is the holdings overlap between SLWS and VTI?

SLWS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2891 unique securities.

Which pays a higher dividend, SLWS or VTI?

SLWS yields 3.68% while VTI yields 1.07%, so SLWS currently pays the higher dividend yield.

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