BEEZ vs. VTI
Compare and contrast key facts about Honeytree U.S. Equity ETF (BEEZ) and Vanguard Total Stock Market ETF (VTI).
BEEZ and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BEEZ is an actively managed fund by Honeytree. It was launched on Nov 6, 2023. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
BEEZ vs. VTI - Performance Comparison
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BEEZ vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BEEZ Honeytree U.S. Equity ETF | -1.76% | 5.65% | 10.41% | 14.28% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 10.24% |
Returns By Period
In the year-to-date period, BEEZ achieves a -1.76% return, which is significantly higher than VTI's -4.01% return.
BEEZ
- 1D
- 1.92%
- 1M
- -6.15%
- YTD
- -1.76%
- 6M
- -2.99%
- 1Y
- 6.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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BEEZ vs. VTI - Expense Ratio Comparison
BEEZ has a 0.64% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
BEEZ vs. VTI — Risk / Return Rank
BEEZ
VTI
BEEZ vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Honeytree U.S. Equity ETF (BEEZ) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BEEZ | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.96 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.48 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.52 | -0.85 |
Martin ratioReturn relative to average drawdown | 2.97 | 7.26 | -4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BEEZ | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.96 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.60 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.48 | +0.32 |
Correlation
The correlation between BEEZ and VTI is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BEEZ vs. VTI - Dividend Comparison
BEEZ's dividend yield for the trailing twelve months is around 0.57%, less than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEEZ Honeytree U.S. Equity ETF | 0.57% | 0.56% | 0.61% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
BEEZ vs. VTI - Drawdown Comparison
The maximum BEEZ drawdown since its inception was -18.62%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BEEZ and VTI.
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Drawdown Indicators
| BEEZ | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -55.45% | +36.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.30% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -6.15% | -6.25% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -8.08% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.58% | +0.09% |
Volatility
BEEZ vs. VTI - Volatility Comparison
The current volatility for Honeytree U.S. Equity ETF (BEEZ) is 4.88%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.45%. This indicates that BEEZ experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEEZ | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 5.45% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 9.73% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.47% | 19.01% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 17.42% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.19% | 18.29% | -3.10% |