URTY vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: URTYMore Diversified: VTI

Side-by-Side Comparison

MetricURTYVTIWinner
Expense Ratio0.95%0.03%
AUM$333M$663.5B
Dividend Yield0.72%1.07%
Holdings1,9963,543
YTD Return+51.42%+11.83%
1Y Return+105.21%+21.79%
3Y Return (annualized)+22.87%+20.40%
5Y Return (annualized)-3.66%+11.96%
Volatility (annualized)59.5%15.3%
Max Drawdown-88.2%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionFeb 9, 2010May 24, 2001

URTY vs VTI Performance

ProShares UltraPro Russell2000 (URTY) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year URTY returned +105.21% while VTI returned +21.79%. Year to date, URTY is up 51.42% versus a gain of 11.83% for VTI.

Over three years, URTY compounded at +22.87% per year against +20.40% for VTI; over five years the annualized figures are -3.66% and +11.96% respectively. Across the full 17-year window we track, URTY has the edge at +13.61% annualized vs +8.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

URTY has been the more volatile fund, with annualized monthly volatility of 59.5% 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 -88.2% for URTY 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

URTY charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, URTY currently yields 0.72% against 1.07% for VTI.

Holdings Overlap

0.4%overlap

URTY and VTI share 1407 holdings out of 3343 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in URTYWeight in VTIDifference
NEM0.01%0.14%0.13%
MOG.A0.12%0.02%0.10%
BTSG0.11%0.02%0.09%
CYTKProProPro
VSATProProPro
KRYSProProPro
ESEProProPro
ALKS:IEProProPro
SNEXProProPro
ONBProProPro
See all 10 holdings URTY 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, URTY or VTI?

URTY has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, URTY or VTI?

Over the past year URTY returned +105.21% vs +21.79% for VTI, so URTY leads on 1-year performance. Over the longest common window we track (17 years), URTY annualized +13.61% vs +8.06% for VTI. Past performance does not guarantee future results.

Which is riskier, URTY or VTI?

URTY has been the more volatile fund at 59.5% annualized versus 15.3% for VTI. Worst drawdown: URTY -88.2% vs VTI -56.6%.

Should I hold both URTY and VTI?

URTY and VTI have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between URTY and VTI?

URTY and VTI share 1407 common holdings with a 0.4% weight overlap. Combined, they hold 3343 unique securities.

Which pays a higher dividend, URTY or VTI?

URTY yields 0.72% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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