VTI vs VTSAX

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

MetricVTIVTSAXWinner
Expense Ratio0.03%0.04%
AUM$663.5B$489.0B
Dividend Yield1.07%1.04%
Holdings3,5433,543
YTD Return+11.83%+9.48%
1Y Return+21.79%+18.42%
3Y Return (annualized)+20.40%+17.39%
5Y Return (annualized)+11.96%+10.20%
Volatility (annualized)15.3%16.5%
Max Drawdown-56.6%-26.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 24, 2001Nov 13, 2000

VTI vs VTSAX Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is a mutual fund from Vanguard (US). Over the past year VTI returned +21.79% while VTSAX returned +18.42%. Year to date, VTI is up 11.83% versus a gain of 9.48% for VTSAX.

Over three years, VTI compounded at +20.40% per year against +17.39% for VTSAX; over five years the annualized figures are +11.96% and +10.20% respectively. Across the full 5-year window we track, VTSAX has the edge at +10.20% annualized vs +8.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTSAX has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -56.6% for VTI and -26.3% for VTSAX. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VTI charges 0.03% per year while VTSAX charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 1.04% for VTSAX.

Holdings Overlap

90.7%overlap

VTI and VTSAX share 2155 holdings out of 3356 unique holdings combined, representing a 90.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in VTIWeight in VTSAXDifference
NVDA6.32%6.32%0.00%
AAPL5.84%5.84%0.00%
MSFT3.81%3.81%0.00%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
MUProProPro
METAProProPro
TSLAProProPro
See all 10 holdings VTI shares with VTSAX
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Frequently Asked Questions

Which is cheaper, VTI or VTSAX?

VTI has an expense ratio of 0.03% while VTSAX charges 0.04%. VTI is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VTI or VTSAX?

Over the past year VTI returned +21.79% vs +18.42% for VTSAX, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.06% vs +10.20% for VTSAX. Past performance does not guarantee future results.

Which is riskier, VTI or VTSAX?

VTSAX has been the more volatile fund at 16.5% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs VTSAX -26.3%.

Should I hold both VTI and VTSAX?

VTI and VTSAX have a monthly-return correlation of 0.99, 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 VTI and VTSAX?

VTI and VTSAX share 2155 common holdings with a 90.7% weight overlap. Combined, they hold 3356 unique securities.

Which pays a higher dividend, VTI or VTSAX?

VTI yields 1.07% while VTSAX yields 1.04%, so VTI currently pays the higher dividend yield.

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