MEDX vs VTI
Horizon Kinetics Medical ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, MEDX or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
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 | MEDX | VTI |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $16M | $689.2B |
| Dividend Yield | 1.16% | 1.06% |
| Holdings | 68 | 3,524 |
| YTD Return | +6.58% | +13.02%Best |
| 1Y Return | +14.21% | +16.63%Best |
| 3Y Return (annualized) | +9.64% | +21.97%Best |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 14.2% | 12.7%Best |
| Max Drawdown | -21.6% | -19.3%Best |
| $10,000 over 3.7 years | $12,589 | $19,373Best |
| Fund Family | Horizon Kinetics LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 27, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 31, 2023 to Oct 14, 2026 (3.7 years).
MEDX 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 3.7 years both funds cover.
MEDX vs VTI Performance
Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year MEDX returned +14.21% while VTI returned +16.63%. Year to date, MEDX is up 6.58% versus a gain of 13.02% for VTI.
Over three years, MEDX compounded at +9.64% per year against +21.97% for VTI. Across the full 4-year window we track, VTI has the edge at +19.57% annualized vs +6.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MEDX has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.7% 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 -21.6% for MEDX 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 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MEDX 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, MEDX currently yields 1.16% against 1.06% for VTI.
Holdings Overlap
At least 4.3% of VTI's money is in holdings MEDX also owns.
Stated as a floor: for MEDX, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VTI and MEDX share little of their money.
22 positions in common, counted across the 31 positions we hold weights for in MEDX and 3,441 in VTI, against full books of 68 and 3,524.
Top Shared Holdings
| Stock | Weight in MEDX | Weight in VTI | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 19.14% | 1.33% | 17.81% |
| ABBVAbbvie Inc. | 9.99% | 0.61% | 9.38% |
| JNJJohnson & Johnson - Common | 5.96% | 0.87% | 5.09% |
| MRKMerck & Company Inc | 4.60% | 0.49% | 4.11% |
| AMGNAmgen Inc. | 4.67% | 0.31% | 4.36% |
| ALKS:IEAlkermes Plc. Ordinary Shares | 4.58% | 0.01% | 4.57% |
| BMYBristol-Myers Squibb Co. | 4.32% | 0.18% | 4.14% |
| PFEPfizer Inc | 3.48% | 0.22% | 3.26% |
| BIIBBiogen Inc. Com | 3.32% | 0.04% | 3.28% |
| ALNYAlnylam Pharmaceuticals Inc. | 2.67% | 0.04% | 2.63% |
You are not choosing between two funds in isolation.
Whichever of MEDX and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MEDX or VTI?
MEDX 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, MEDX or VTI?
Over the past year MEDX returned +14.21% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), MEDX annualized +6.42% vs +19.57% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MEDX or VTI?
MEDX has been the more volatile fund at 14.2% annualized versus 12.7% for VTI. Worst drawdown: MEDX -21.6% vs VTI -19.3%.
Should I hold both MEDX and VTI?
MEDX and VTI have a monthly-return correlation of 0.41, 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 MEDX and VTI?
At least 4.3% of VTI's money is in holdings MEDX also owns. Our book for MEDX is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 31 positions we hold weights for in MEDX and 3,441 in VTI.
Which pays a higher dividend, MEDX or VTI?
MEDX yields 1.16% while VTI yields 1.06%, so MEDX currently pays the higher dividend yield.
Is VTI better than MEDX?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.