VTI vs XVV
VTI vs XVV
Vanguard Total Stock Market ETF vs iShares ESG Select Screened S&P 500 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 | XVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.08% | |
| AUM | $663.5B | $640M | |
| Dividend Yield | 1.07% | 0.94% | |
| Holdings | 3,543 | 448 | |
| YTD Return | +13.57% | +12.56% | |
| 1Y Return | +24.23% | +22.90% | |
| 3Y Return (annualized) | +20.73% | +21.20% | |
| 5Y Return (annualized) | +12.24% | +13.00% | |
| Volatility (annualized) | 15.3% | 16.1% | |
| Max Drawdown | -56.6% | -27.2% | |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 24, 2001 | Sep 22, 2020 |
VTI vs XVV Performance
Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and iShares ESG Select Screened S&P 500 ETF (XVV) is a ETF from iShares by BlackRock (US). Over the past year VTI returned +24.23% while XVV returned +22.90%. Year to date, VTI is up 13.57% versus a gain of 12.56% for XVV.
Over three years, VTI compounded at +20.73% per year against +21.20% for XVV; over five years the annualized figures are +12.24% and +13.00% respectively. Across the full 6-year window we track, XVV has the edge at +17.21% annualized vs +8.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XVV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -27.2% for XVV. 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 XVV charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 0.94% for XVV.
Holdings Overlap
VTI and XVV share 401 holdings out of 2820 unique holdings combined, representing a 75.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in VTI | Weight in XVV | Difference |
|---|---|---|---|
| NVDA | 6.32% | 8.19% | 1.87% |
| AAPL | 5.84% | 7.94% | 2.10% |
| MSFT | 3.81% | 4.97% | 1.16% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings VTI shares with XVV 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 XVV?
VTI has an expense ratio of 0.03% while XVV charges 0.08%. VTI is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, VTI or XVV?
Over the past year VTI returned +24.23% vs +22.90% for XVV, so VTI leads on 1-year performance. Over the longest common window we track (6 years), VTI annualized +8.12% vs +17.21% for XVV. Past performance does not guarantee future results.
Which is riskier, VTI or XVV?
XVV has been the more volatile fund at 16.1% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs XVV -27.2%.
Should I hold both VTI and XVV?
VTI and XVV 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 XVV?
VTI and XVV share 401 common holdings with a 75.3% weight overlap. Combined, they hold 2820 unique securities.
Which pays a higher dividend, VTI or XVV?
VTI yields 1.07% while XVV yields 0.94%, so VTI currently pays the higher dividend yield.
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