BEEZ vs. VTI

Last updated Jun 3, 2026

BEEZ (Honeytree U.S. Equity ETF) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds. BEEZ is actively managed, while VTI is passively managed. Over the past year, BEEZ returned 3.20% vs 30.01% for VTI. Their correlation of 0.80 suggests significant overlap in exposure. BEEZ charges 0.64%/yr vs 0.03%/yr for VTI.

Performance

BEEZ vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Honeytree U.S. Equity ETF (BEEZ) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BEEZ achieves a 0.86% return, which is significantly lower than VTI's 12.01% return.

BEEZ

• 1D: -0.80%
• 1M: 0.29%
• YTD: 0.86%
• 6M: 1.15%
• 1Y: 3.20%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: 0.26%
• 1M: 5.37%
• YTD: 12.01%
• 6M: 12.40%
• 1Y: 30.01%
• 3Y*: 22.37%
• 5Y*: 13.05%
• 10Y*: 15.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BEEZ vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BEEZ Honeytree U.S. Equity ETF	0.86%	5.65%	10.41%	14.28%
VTI Vanguard Total Stock Market ETF	12.01%	17.10%	23.81%	10.24%

Correlation

The correlation between BEEZ and VTI is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (All Time) Calculated using the full available price history since Nov 9, 2023	0.80

The correlation between BEEZ and VTI has been stable across timeframes, ranging from 0.75 to 0.80 - a consistent structural relationship.

Return for Risk

BEEZ vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEEZ

BEEZ Risk / Return Rank: 12
BEEZ Sharpe Ratio Rank: 12
BEEZ Sortino Ratio Rank: 11
BEEZ Omega Ratio Rank: 11
BEEZ Calmar Ratio Rank: 13
BEEZ Martin Ratio Rank: 14

VTI

VTI Risk / Return Rank: 74
VTI Sharpe Ratio Rank: 75
VTI Sortino Ratio Rank: 74
VTI Omega Ratio Rank: 74
VTI Calmar Ratio Rank: 68
VTI Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	0.25	2.48	-2.23
Sortino ratio Return per unit of downside risk	0.45	3.37	-2.92
Omega ratio Gain probability vs. loss probability	1.05	1.45	-0.39
Calmar ratio Return relative to maximum drawdown	0.35	3.44	-3.09
Martin ratio Return relative to average drawdown	1.08	15.88	-14.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BEEZ vs. VTI - Sharpe Ratio Comparison

The current BEEZ Sharpe Ratio is 0.25, which is lower than the VTI Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of BEEZ and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BEEZ	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.25	2.48	-2.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.51	+0.31

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.

Drawdown Indicators

	BEEZ	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-18.62%	-55.45%	+36.83%
Max Drawdown (1Y) Largest decline over 1 year	-8.41%	-8.92%	+0.51%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-3.65%	0.00%	-3.65%
Average Drawdown Average peak-to-trough decline	-2.79%	-8.03%	+5.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.71%	1.93%	+0.78%

Volatility

BEEZ vs. VTI - Volatility Comparison

Honeytree U.S. Equity ETF (BEEZ) has a higher volatility of 3.90% compared to Vanguard Total Stock Market ETF (VTI) at 2.86%. This indicates that BEEZ's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEEZ	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.90%	2.86%	+1.04%
Volatility (6M) Calculated over the trailing 6-month period	9.96%	9.11%	+0.85%
Volatility (1Y) Calculated over the trailing 1-year period	12.91%	12.15%	+0.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.07%	17.40%	-2.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.07%	18.30%	-3.23%

BEEZ vs. VTI - Expense Ratio Comparison

BEEZ has a 0.64% expense ratio, which is higher than VTI's 0.03% expense ratio.

Dividends

BEEZ vs. VTI - Dividend Comparison

BEEZ's dividend yield for the trailing twelve months is around 0.55%, less than VTI's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEEZ Honeytree U.S. Equity ETF	0.55%	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	1.01%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both BEEZ and VTI in my portfolio?

BEEZ and VTI have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEEZ or VTI?

BEEZ has higher volatility (3.90%) compared to VTI (2.86%). In terms of maximum drawdown, BEEZ dropped -18.62% vs VTI's -55.45%.

Which ETF is better, BEEZ or VTI?

On 1-year performance, VTI leads with 30.01% vs 3.20% for BEEZ. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 2.86%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BEEZ or VTI?

Over the 1-year period, VTI has performed better with a 30.01% return vs 3.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BEEZ or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.64% for BEEZ.

Which ETF pays a higher dividend yield, BEEZ or VTI?

VTI has the higher dividend yield at 1.01%, compared with 0.55% for BEEZ.

What is the main difference between BEEZ and VTI?

They also come from different issuers: Honeytree and Vanguard. Their fees differ too: 0.64% for BEEZ and 0.03% for VTI.

Which has better risk-adjusted returns?

VTI currently has the higher Sharpe Ratio (2.48 vs 0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.