VTI vs XB

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

MetricVTIXBWinner
Expense Ratio0.03%0.30%
AUM$663.5B$72M
Dividend Yield1.07%7.10%
Holdings3,543585
YTD Return+10.14%+2.12%
1Y Return+19.82%+5.42%
3Y Return (annualized)+18.94%+7.91%
5Y Return (annualized)+11.79%-
Volatility (annualized)15.4%7.5%
Max Drawdown-56.6%-9.3%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionMay 24, 2001May 24, 2022

VTI vs XB Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) is a ETF from BondBloxx. Over the past year VTI returned +19.82% while XB returned +5.42%. Year to date, VTI is up 10.14% versus a gain of 2.12% for XB.

Over three years, VTI compounded at +18.94% per year against +7.91% for XB. Across the full 4-year window we track, VTI has the edge at +7.99% annualized vs +6.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 7.5% for XB. 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 -9.3% for XB. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VTI charges 0.03% per year while XB charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 7.10% for XB.

Holdings Overlap

0.0%overlap

VTI and XB share 0 holdings out of 3275 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 XB?

VTI has an expense ratio of 0.03% while XB charges 0.30%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, VTI or XB?

Over the past year VTI returned +19.82% vs +5.42% for XB, so VTI leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +7.99% vs +6.04% for XB. Past performance does not guarantee future results.

Which is riskier, VTI or XB?

VTI has been the more volatile fund at 15.4% annualized versus 7.5% for XB. Worst drawdown: VTI -56.6% vs XB -9.3%.

Should I hold both VTI and XB?

VTI and XB have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VTI and XB?

VTI and XB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3275 unique securities.

Which pays a higher dividend, VTI or XB?

VTI yields 1.07% while XB yields 7.10%, so XB currently pays the higher dividend yield.

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