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VTI vs. QDSIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTI vs. QDSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Stock Market ETF (VTI) and AQR Diversifying Strategies Fund (QDSIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VTI achieves a 9.62% return, which is significantly higher than QDSIX's 5.00% return.


VTI

1D
0.57%
1M
-0.28%
YTD
9.62%
6M
9.69%
1Y
26.27%
3Y*
20.60%
5Y*
12.20%
10Y*
15.02%

QDSIX

1D
0.34%
1M
-0.27%
YTD
5.00%
6M
6.36%
1Y
13.68%
3Y*
13.04%
5Y*
10.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTI vs. QDSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
VTI
Vanguard Total Stock Market ETF
9.62%17.10%23.81%26.05%-19.52%25.68%21.23%
QDSIX
AQR Diversifying Strategies Fund
5.00%16.36%9.71%8.88%14.69%10.64%5.50%

Correlation

The correlation between VTI and QDSIX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2020

0.16

Over the past year, VTI and QDSIX have become more correlated (0.44) than their long-term average of 0.16, meaning their price movements have been converging.

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Return for Risk

VTI vs. QDSIX — Risk / Return Rank

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

VTI
VTI Risk / Return Rank: 7070
Overall Rank
VTI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6868
Sortino Ratio Rank
VTI Omega Ratio Rank: 6969
Omega Ratio Rank
VTI Calmar Ratio Rank: 6464
Calmar Ratio Rank
VTI Martin Ratio Rank: 7676
Martin Ratio Rank

QDSIX
QDSIX Risk / Return Rank: 9393
Overall Rank
QDSIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
QDSIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
QDSIX Omega Ratio Rank: 8787
Omega Ratio Rank
QDSIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
QDSIX Martin Ratio Rank: 9696
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.

VTI vs. QDSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market ETF (VTI) and AQR Diversifying Strategies Fund (QDSIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VTIQDSIXDifference
Sharpe ratioReturn per unit of total volatility

-0.77

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.35

1.52

-0.16

Calmar ratioReturn relative to maximum drawdown

2.79

7.16

-4.37

Martin ratioReturn relative to average drawdown

12.52

20.24

-7.73

VTI vs. QDSIX - Sharpe Ratio Comparison

The current VTI Sharpe Ratio is 1.97, which is comparable to the QDSIX Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of VTI and QDSIX, 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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Drawdowns

VTI vs. QDSIX - Drawdown Comparison

The maximum VTI drawdown since its inception was -55.45%, which is greater than QDSIX's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for VTI and QDSIX.


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Drawdown Indicators


VTIQDSIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.45%

-7.06%

-48.39%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-1.96%

-6.96%

Max Drawdown (3Y)

Largest decline over 3 years

-19.30%

-6.90%

-12.40%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-7.06%

-18.30%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-2.14%

-1.41%

-0.73%

Average Drawdown

Average peak-to-trough decline

-8.02%

-1.44%

-6.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

0.69%

+1.30%

Volatility

VTI vs. QDSIX - Volatility Comparison

Vanguard Total Stock Market ETF (VTI) has a higher volatility of 4.50% compared to AQR Diversifying Strategies Fund (QDSIX) at 1.73%. This indicates that VTI's price experiences larger fluctuations and is considered to be riskier than QDSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTIQDSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.50%

1.73%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

9.82%

3.72%

+6.10%

Volatility (1Y)

Calculated over the trailing 1-year period

12.64%

5.11%

+7.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.47%

7.65%

+9.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.33%

7.32%

+11.01%

VTI vs. QDSIX - Expense Ratio Comparison

VTI has a 0.03% expense ratio, which is lower than QDSIX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VTI vs. QDSIX - Dividend Comparison

VTI's dividend yield for the trailing twelve months is around 1.03%, less than QDSIX's 2.13% yield.


PositionTTM20252024202320222021202020192018201720162015
QDSIX
AQR Diversifying Strategies Fund
2.13%2.23%0.00%11.35%8.22%6.07%1.93%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.03%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


VTI and QDSIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTI has higher volatility (4.50%) compared to QDSIX (1.73%). In terms of maximum drawdown, VTI dropped -55.45% vs QDSIX's -7.06%.

QDSIX currently has the higher Sharpe Ratio (2.74 vs 1.97), 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.

Portfolio Optimizer

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