VTHR vs. VTI
Compare and contrast key facts about Vanguard Russell 3000 ETF (VTHR) and Vanguard Total Stock Market ETF (VTI).
VTHR and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 2010. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both VTHR and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTHR or VTI.
Key characteristics
| VTHR | VTI | |
|---|---|---|
| YTD Return | 26.03% | 26.21% |
| 1Y Return | 38.29% | 38.35% |
| 3Y Return (Ann) | 8.82% | 8.70% |
| 5Y Return (Ann) | 15.32% | 15.34% |
| 10Y Return (Ann) | 12.83% | 12.90% |
| Sharpe Ratio | 3.02 | 3.04 |
| Sortino Ratio | 4.03 | 4.05 |
| Omega Ratio | 1.56 | 1.57 |
| Calmar Ratio | 4.43 | 4.46 |
| Martin Ratio | 19.80 | 19.72 |
| Ulcer Index | 1.93% | 1.94% |
| Daily Std Dev | 12.65% | 12.58% |
| Max Drawdown | -34.61% | -55.45% |
| Current Drawdown | -0.43% | -0.39% |
Correlation
The correlation between VTHR and VTI is 0.94, 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.
Performance
VTHR vs. VTI - Performance Comparison
The year-to-date returns for both investments are quite close, with VTHR having a 26.03% return and VTI slightly higher at 26.21%. Both investments have delivered pretty close results over the past 10 years, with VTHR having a 12.83% annualized return and VTI not far ahead at 12.90%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VTHR vs. VTI - Expense Ratio Comparison
VTHR has a 0.10% 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%.
Risk-Adjusted Performance
VTHR vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 ETF (VTHR) 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.
Dividends
VTHR vs. VTI - Dividend Comparison
VTHR's dividend yield for the trailing twelve months is around 1.18%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHR Vanguard Russell 3000 ETF | 1.18% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% | 1.66% | 1.57% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VTHR vs. VTI - Drawdown Comparison
The maximum VTHR drawdown since its inception was -34.61%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VTHR and VTI. For additional features, visit the drawdowns tool.
Volatility
VTHR vs. VTI - Volatility Comparison
Vanguard Russell 3000 ETF (VTHR) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.05% and 4.06%, 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.