EUDG vs VTI

EUDG vs VTI

Which is better, EUDG or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 35.1%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricEUDGVTI
Expense Ratio0.58%0.03%Best
AUM$65M$689.2B
Dividend Yield2.38%1.06%
Holdings2353,524
YTD Return+0.74%+13.02%Best
1Y Return+8.03%+16.63%Best
3Y Return (annualized)+11.74%+21.97%Best
5Y Return (annualized)+5.01%+11.99%Best
Volatility (annualized)15.5%15.1%Best
Max Drawdown-33.8%Best-35.0%
$10,000 over 5 years$12,769$17,616Best
Top 10 Weight35.1%33.5%Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 7, 2014May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: May 7, 2014 to Oct 14, 2026 (12.4 years).

EUDG 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 12.4 years both funds cover.

EUDG vs VTI Performance

WisdomTree Europe Quality Dividend Growth Fund (EUDG) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year EUDG returned +8.03% while VTI returned +16.63%. Year to date, EUDG is up 0.74% versus a gain of 13.02% for VTI.

Over three years, EUDG compounded at +11.74% per year against +21.97% for VTI; over five years the annualized figures are +5.01% and +11.99% respectively. Across the full 12-year window we track, VTI has the edge at +12.22% annualized vs +4.43%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUDG has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.1% 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 -33.8% for EUDG and -35.0% 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EUDG charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, EUDG currently yields 2.38% against 1.06% for VTI.

Holdings Overlap

EUDG already in VTI0.3%

0.3% of EUDG's money is in holdings VTI also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 227 positions we hold weights for in EUDG and 3,441 in VTI, against full books of 235 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 EUDG (97.6% of the fund), and 1 for EUDG that do not appear in VTI (3.3%).

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

StockWeight in EUDGWeight in VTIDifference
AMAntero Midstream Corp0.24%0.01%0.23%
BILLBill Com Holdings Inc0.05%0.01%0.04%

You are not choosing between two funds in isolation.

Whichever of EUDG and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EUDGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EUDG or VTI?

EUDG has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, EUDG or VTI?

Over the past year EUDG returned +8.03% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +4.43% vs +12.22% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EUDG or VTI?

EUDG has been the more volatile fund at 15.5% annualized versus 15.1% for VTI. Worst drawdown: EUDG -33.8% vs VTI -35.0%.

Should I hold both EUDG and VTI?

EUDG and VTI have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EUDG or VTI?

EUDG yields 2.38% while VTI yields 1.06%, so EUDG currently pays the higher dividend yield.

Is VTI better than EUDG?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 35.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.