VTI vs WISD

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

MetricVTIWISDWinner
Expense Ratio0.03%0.42%
AUM$663.5B$382M
Dividend Yield1.07%2.92%
Holdings3,543194
YTD Return+13.57%+1.18%
1Y Return+24.23%-
3Y Return (annualized)+20.73%-
5Y Return (annualized)+12.24%-
Volatility (annualized)15.3%-
Max Drawdown-56.6%-0.7%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityFixed Income
InceptionMay 24, 2001Dec 19, 2024

VTI vs WISD Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Wisdom Short Duration Income ETF (WISD) is a ETF from WisdomTree Investments. Year to date, VTI is up 13.57% versus a gain of 1.18% for WISD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.6% for VTI and -0.7% for WISD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VTI charges 0.03% per year while WISD charges 0.42%. On a $10,000 position that is $3 vs $42 annually, a gap of $39 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 2.92% for WISD.

Holdings Overlap

0.0%overlap

VTI and WISD share 0 holdings out of 2903 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, VTI or WISD?

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

What is the holdings overlap between VTI and WISD?

VTI and WISD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2903 unique securities.

Which pays a higher dividend, VTI or WISD?

VTI yields 1.07% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

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