TMSL vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: TMSLMore Diversified: VTI

Side-by-Side Comparison

MetricTMSLVTIWinner
Expense Ratio0.55%0.03%
AUM$2.8B$663.5B
Dividend Yield0.49%1.07%
Holdings3473,543
YTD Return+20.77%+13.57%
1Y Return+33.06%+24.23%
3Y Return (annualized)+19.33%+20.73%
5Y Return (annualized)-+12.24%
Volatility (annualized)16.7%15.3%
Max Drawdown-24.7%-56.6%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
InceptionJun 14, 2023May 24, 2001

TMSL vs VTI Performance

T. Rowe Price Small-Mid Cap ETF (TMSL) is a ETF from T.Rowe Price and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TMSL returned +33.06% while VTI returned +24.23%. Year to date, TMSL is up 20.77% versus a gain of 13.57% for VTI.

Over three years, TMSL compounded at +19.33% per year against +20.73% for VTI. Across the full 3-year window we track, TMSL has the edge at +19.72% annualized vs +8.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMSL has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -24.7% for TMSL 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TMSL charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, TMSL currently yields 0.49% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

TMSL and VTI share 1 holdings out of 2944 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TMSLWeight in VTIDifference
VST0.04%0.07%0.03%

Frequently Asked Questions

Which is cheaper, TMSL or VTI?

TMSL has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, TMSL or VTI?

Over the past year TMSL returned +33.06% vs +24.23% for VTI, so TMSL leads on 1-year performance. Over the longest common window we track (3 years), TMSL annualized +19.72% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, TMSL or VTI?

TMSL has been the more volatile fund at 16.7% annualized versus 15.3% for VTI. Worst drawdown: TMSL -24.7% vs VTI -56.6%.

Should I hold both TMSL and VTI?

TMSL and VTI have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TMSL and VTI?

TMSL and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2944 unique securities.

Which pays a higher dividend, TMSL or VTI?

TMSL yields 0.49% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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