VTI vs WLTG
VTI vs WLTG
Vanguard Total Stock Market ETF vs WealthTrust DBS Long Term Growth ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | VTI | WLTG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.74% | |
| AUM | $663.5B | $79M | |
| Dividend Yield | 1.07% | 4.15% | |
| Holdings | 3,543 | 37 | |
| YTD Return | +13.57% | +10.26% | |
| 1Y Return | +24.23% | +24.00% | |
| 3Y Return (annualized) | +20.73% | +22.64% | |
| 5Y Return (annualized) | +12.24% | - | |
| Volatility (annualized) | 15.3% | 13.7% | |
| Max Drawdown | -56.6% | -25.1% | |
| Fund Family | Vanguard (US) | WealthTrust Asset Management | |
| Category | Equity | Equity | |
| Inception | May 24, 2001 | Dec 6, 2021 |
VTI vs WLTG Performance
Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and WealthTrust DBS Long Term Growth ETF (WLTG) is a ETF from WealthTrust Asset Management. Over the past year VTI returned +24.23% while WLTG returned +24.00%. Year to date, VTI is up 13.57% versus a gain of 10.26% for WLTG.
Over three years, VTI compounded at +20.73% per year against +22.64% for WLTG. Across the full 5-year window we track, WLTG has the edge at +10.71% annualized vs +8.12%. 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 13.7% for WLTG. 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 -25.1% for WLTG. 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 0.92. 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 WLTG charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 4.15% for WLTG.
Holdings Overlap
VTI and WLTG share 24 holdings out of 2795 unique holdings combined, representing a 20.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VTI | Weight in WLTG | Difference |
|---|---|---|---|
| NVDA | 6.32% | 2.99% | 3.33% |
| GOOGL | 2.88% | 5.18% | 2.30% |
| AAPL | 5.84% | 1.51% | 4.33% |
| AMZN | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| VRT | Pro | Pro | Pro |
See all 10 holdings VTI shares with WLTG Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, VTI or WLTG?
VTI has an expense ratio of 0.03% while WLTG charges 0.74%. VTI is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, VTI or WLTG?
Over the past year VTI returned +24.23% vs +24.00% for WLTG, so VTI leads on 1-year performance. Over the longest common window we track (5 years), VTI annualized +8.12% vs +10.71% for WLTG. Past performance does not guarantee future results.
Which is riskier, VTI or WLTG?
VTI has been the more volatile fund at 15.3% annualized versus 13.7% for WLTG. Worst drawdown: VTI -56.6% vs WLTG -25.1%.
Should I hold both VTI and WLTG?
VTI and WLTG have a monthly-return correlation of 0.92, 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 WLTG?
VTI and WLTG share 24 common holdings with a 20.6% weight overlap. Combined, they hold 2795 unique securities.
Which pays a higher dividend, VTI or WLTG?
VTI yields 1.07% while WLTG yields 4.15%, so WLTG currently pays the higher dividend yield.
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