SSFI 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

MetricSSFIVTIWinner
Expense Ratio0.76%0.03%
AUM$29M$663.5B
Dividend Yield3.55%1.07%
Holdings103,543
YTD Return-0.12%+13.92%
1Y Return+1.80%+24.07%
3Y Return (annualized)+3.34%+20.88%
5Y Return (annualized)-+12.47%
Volatility (annualized)6.1%15.3%
Max Drawdown-16.1%-56.6%
Fund FamilyDay Hagan FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 28, 2021May 24, 2001

SSFI vs VTI Performance

Day Hagan Smart Sector Fixed Income ETF (SSFI) is a ETF from Day Hagan Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SSFI returned +1.80% while VTI returned +24.07%. Year to date, SSFI is down 0.12% versus a gain of 13.92% for VTI.

Over three years, SSFI compounded at +3.34% per year against +20.88% for VTI. Across the full 5-year window we track, VTI has the edge at +8.13% annualized vs -0.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 6.1% for SSFI. 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 -16.1% for SSFI 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SSFI charges 0.76% per year while VTI charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, SSFI currently yields 3.55% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SSFI and VTI share 0 holdings out of 2792 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, SSFI or VTI?

SSFI has an expense ratio of 0.76% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, SSFI or VTI?

Over the past year SSFI returned +1.80% vs +24.07% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), SSFI annualized -0.31% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, SSFI or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 6.1% for SSFI. Worst drawdown: SSFI -16.1% vs VTI -56.6%.

Should I hold both SSFI and VTI?

SSFI and VTI have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SSFI and VTI?

SSFI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.

Which pays a higher dividend, SSFI or VTI?

SSFI yields 3.55% while VTI yields 1.07%, so SSFI currently pays the higher dividend yield.

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