COAL vs VTI
Range Global Coal Index ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, COAL or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 60.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | COAL | VTI |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $55M | $689.2B |
| Dividend Yield | 2.49% | 1.06% |
| Holdings | 31 | 3,524 |
| YTD Return | +5.32% | +13.02%Best |
| 1Y Return | +2.03% | +16.63%Best |
| 3Y Return (annualized) | - | +21.97% |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 28.7% | 12.1%Best |
| Max Drawdown | -43.3% | -19.3%Best |
| $10,000 over 2.7 years | $10,003 | $16,118Best |
| Top 10 Weight | 60.8% | 33.5%Best |
| Fund Family | Range ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 10, 2024 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 24, 2024 to Oct 14, 2026 (2.7 years).
COAL vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.7 years both funds cover.
COAL vs VTI Performance
Range Global Coal Index ETF (COAL) is an ETF from Range ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year COAL returned +2.03% while VTI returned +16.63%. Year to date, COAL is up 5.32% versus a gain of 13.02% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
COAL has been the more volatile fund, with annualized monthly volatility of 28.7% compared with 12.1% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.3% for COAL and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.13. They move largely independently of each other.
Fees and Cost Over Time
COAL charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, COAL currently yields 2.49% against 1.06% for VTI.
Holdings Overlap
34.3% of COAL's money is in holdings VTI also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 31 positions we hold weights for in COAL and 3,441 in VTI, against full books of 31 and 3,524.
What only one of them owns
Our book lists 1,154 positions for VTI that do not appear in our book for COAL (97.6% of the fund), and 2 for COAL that do not appear in VTI (9.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in COAL | Weight in VTI | Difference |
|---|---|---|---|
| HCCWarrior Met Coal Inc | 10.01% | 0.01% | 10.00% |
| AMRAlpha Metallurgical Res Inc Common Stock | 7.41% | 0.00% | 7.41% |
| CNRCore Natural Resources Inccommon Stock | 6.45% | 0.01% | 6.44% |
| BTUPeabody Energy Corp | 4.47% | 0.00% | 4.47% |
| SXCSuncoke Energy Inc | 2.84% | 0.00% | 2.84% |
| METCRamaco Resources Inc | 1.67% | 0.00% | 1.67% |
| HNRGHallador Energy | 0.95% | 0.00% | 0.95% |
| NCNacco Industries Inc | 0.52% | 0.00% | 0.52% |
| NOVSNovusterra Inc | 0.00% | 0.00% | 0.00% |
34.3% of COAL is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, COAL or VTI?
COAL has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, COAL or VTI?
Over the past year COAL returned +2.03% vs +16.63% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COAL or VTI?
COAL has been the more volatile fund at 28.7% annualized versus 12.1% for VTI. Worst drawdown: COAL -43.3% vs VTI -19.3%.
Should I hold both COAL and VTI?
COAL and VTI have a monthly-return correlation of 0.13, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between COAL and VTI?
34.3% of COAL's money is in holdings VTI also owns. 0.0% of VTI's is in holdings COAL also owns. They hold 9 positions in common, counted across the 31 positions we hold weights for in COAL and 3,441 in VTI.
Which pays a higher dividend, COAL or VTI?
COAL yields 2.49% while VTI yields 1.06%, so COAL currently pays the higher dividend yield.
Is VTI better than COAL?
VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 60.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.