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KLMN vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KLMN vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco MSCI North America Climate ETF (KLMN) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with KLMN having a 10.80% return and VTI slightly higher at 11.20%.


KLMN

1D
-0.74%
1M
5.01%
YTD
10.80%
6M
10.80%
1Y
27.74%
3Y*
5Y*
10Y*

VTI

1D
-0.72%
1M
4.99%
YTD
11.20%
6M
11.09%
1Y
28.18%
3Y*
22.07%
5Y*
12.69%
10Y*
15.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KLMN vs. VTI - Yearly Performance Comparison


2026 (YTD)20252024
KLMN
Invesco MSCI North America Climate ETF
10.80%18.24%-3.62%
VTI
Vanguard Total Stock Market ETF
11.20%17.10%-3.66%

Correlation

The correlation between KLMN and VTI is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Dec 12, 2024

0.98

The correlation between KLMN and VTI has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.

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Return for Risk

KLMN vs. VTI — Risk / Return Rank

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

KLMN
KLMN Risk / Return Rank: 7070
Overall Rank
KLMN Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
KLMN Sortino Ratio Rank: 6969
Sortino Ratio Rank
KLMN Omega Ratio Rank: 6969
Omega Ratio Rank
KLMN Calmar Ratio Rank: 6464
Calmar Ratio Rank
KLMN Martin Ratio Rank: 7575
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 6868
Overall Rank
VTI Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6868
Sortino Ratio Rank
VTI Omega Ratio Rank: 6767
Omega Ratio Rank
VTI Calmar Ratio Rank: 6262
Calmar Ratio Rank
VTI Martin Ratio Rank: 7575
Martin Ratio Rank
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.

KLMN vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI North America Climate ETF (KLMN) 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.


KLMNVTIDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.07

Omega ratioGain probability vs. loss probability

1.41

1.42

-0.01

Calmar ratioReturn relative to maximum drawdown

3.11

3.17

-0.06

Martin ratioReturn relative to average drawdown

14.14

14.62

-0.49

KLMN vs. VTI - Sharpe Ratio Comparison

The current KLMN Sharpe Ratio is 2.28, which is comparable to the VTI Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of KLMN 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.


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Sharpe Ratios by Period


KLMNVTIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.28

2.33

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.99

0.51

+0.48

Drawdowns

KLMN vs. VTI - Drawdown Comparison

The maximum KLMN drawdown since its inception was -19.16%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for KLMN and VTI.


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Drawdown Indicators


KLMNVTIDifference

Max Drawdown

Largest peak-to-trough decline

-19.16%

-55.45%

+36.29%

Max Drawdown (1Y)

Largest decline over 1 year

-8.96%

-8.92%

-0.04%

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

-0.74%

-0.72%

-0.02%

Average Drawdown

Average peak-to-trough decline

-2.54%

-8.03%

+5.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

1.93%

+0.04%

Volatility

KLMN vs. VTI - Volatility Comparison

Invesco MSCI North America Climate ETF (KLMN) and Vanguard Total Stock Market ETF (VTI) have volatilities of 2.95% and 2.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KLMNVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.95%

2.96%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.21%

9.13%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

12.22%

12.17%

+0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.61%

17.40%

+0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.61%

18.30%

-0.69%

KLMN vs. VTI - Expense Ratio Comparison

KLMN has a 0.09% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

KLMN vs. VTI - Dividend Comparison

KLMN's dividend yield for the trailing twelve months is around 1.28%, more than VTI's 1.01% yield.


PositionTTM20252024202320222021202020192018201720162015
KLMN
Invesco MSCI North America Climate ETF
1.28%1.25%0.00%0.00%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


With a correlation of 0.97, KLMN and VTI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VTI has higher volatility (2.96%) compared to KLMN (2.95%). In terms of maximum drawdown, KLMN dropped -19.16% vs VTI's -55.45%.

On 1-year performance, VTI leads with 28.18% vs 27.74% for KLMN. On fees, VTI is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VTI has performed better with a 28.18% return vs 27.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTI is cheaper with a 0.03% expense ratio, compared with 0.09% for KLMN.

KLMN has the higher dividend yield at 1.28%, compared with 1.01% for VTI.

KLMN tracks MSCI Global Climate 500 North America Selection Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.09% for KLMN and 0.03% for VTI.

VTI currently has the higher Sharpe Ratio (2.33 vs 2.28), 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.

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