VTI vs XHYC

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

MetricVTIXHYCWinner
Expense Ratio0.03%0.35%
AUM$663.5B$3M
Dividend Yield1.07%6.57%
Holdings3,543271
YTD Return+11.83%+0.72%
1Y Return+21.79%+6.77%
3Y Return (annualized)+20.40%+8.33%
5Y Return (annualized)+11.96%-
Volatility (annualized)15.3%8.0%
Max Drawdown-56.6%-13.7%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionMay 24, 2001Feb 15, 2022

VTI vs XHYC Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF (XHYC) is a ETF from BondBloxx. Over the past year VTI returned +21.79% while XHYC returned +6.77%. Year to date, VTI is up 11.83% versus a gain of 0.72% for XHYC.

Over three years, VTI compounded at +20.40% per year against +8.33% for XHYC. Across the full 4-year window we track, VTI has the edge at +8.06% annualized vs +4.77%. 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 8.0% for XHYC. 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 -13.7% for XHYC. 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 XHYC charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 6.57% for XHYC.

Holdings Overlap

0.0%overlap

VTI and XHYC share 0 holdings out of 3026 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 XHYC?

VTI has an expense ratio of 0.03% while XHYC charges 0.35%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, VTI or XHYC?

Over the past year VTI returned +21.79% vs +6.77% for XHYC, so VTI leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +8.06% vs +4.77% for XHYC. Past performance does not guarantee future results.

Which is riskier, VTI or XHYC?

VTI has been the more volatile fund at 15.3% annualized versus 8.0% for XHYC. Worst drawdown: VTI -56.6% vs XHYC -13.7%.

Should I hold both VTI and XHYC?

VTI and XHYC 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 XHYC?

VTI and XHYC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3026 unique securities.

Which pays a higher dividend, VTI or XHYC?

VTI yields 1.07% while XHYC yields 6.57%, so XHYC currently pays the higher dividend yield.

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