OBOR vs VTI
KraneShares MSCI One Belt One Road Index ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, OBOR or VTI?
Large Cap Value 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 46.4%.
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 | OBOR | VTI |
|---|---|---|
| Expense Ratio | 0.79% | 0.03%Best |
| AUM | $4M | $689.2B |
| Dividend Yield | 1.88% | 1.06% |
| Holdings | 124 | 3,524 |
| YTD Return | -0.34% | +13.02%Best |
| 1Y Return | +4.67% | +16.63%Best |
| 3Y Return (annualized) | +12.26% | +21.97%Best |
| 5Y Return (annualized) | +0.06% | +11.99%Best |
| Volatility (annualized) | 16.4%Best | 16.5% |
| Max Drawdown | -41.5% | -35.0%Best |
| $10,000 over 5 years | $10,030 | $17,616Best |
| Top 10 Weight | 46.4% | 33.5%Best |
| Fund Family | KraneShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Sep 7, 2017 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Sep 8, 2017 to Oct 14, 2026 (9.1 years).
OBOR 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 9.1 years both funds cover.
OBOR vs VTI Performance
KraneShares MSCI One Belt One Road Index ETF (OBOR) is an ETF from KraneShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year OBOR returned +4.67% while VTI returned +16.63%. Year to date, OBOR is down 0.34% versus a gain of 13.02% for VTI.
Over three years, OBOR compounded at +12.26% per year against +21.97% for VTI; over five years the annualized figures are +0.06% and +11.99% respectively. Across the full 9-year window we track, VTI has the edge at +13.73% annualized vs +3.27%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 16.4% for OBOR. 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 -41.5% for OBOR 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 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
OBOR charges 0.79% per year while VTI charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, OBOR currently yields 1.88% against 1.06% for VTI.
Holdings Overlap
1.4% of OBOR's money is in holdings VTI also owns.
OBOR and VTI share little of their money.
1 positions in common, counted across the 113 positions we hold weights for in OBOR and 3,441 in VTI, against full books of 124 and 3,524.
What only one of them owns
Our book lists 1,156 positions for VTI that do not appear in our book for OBOR (97.6% of the fund), and 2 for OBOR that do not appear in VTI (3.9%).
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 OBOR | Weight in VTI | Difference |
|---|---|---|---|
| LDILoandepot Inc. | 1.39% | 0.00% | 1.39% |
You are not choosing between two funds in isolation.
Whichever of OBOR 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, OBOR or VTI?
OBOR has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, OBOR or VTI?
Over the past year OBOR returned +4.67% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), OBOR annualized +3.27% vs +13.73% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OBOR or VTI?
VTI has been the more volatile fund at 16.5% annualized versus 16.4% for OBOR. Worst drawdown: OBOR -41.5% vs VTI -35.0%.
Should I hold both OBOR and VTI?
OBOR and VTI have a monthly-return correlation of 0.65, 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 OBOR and VTI?
1.4% of OBOR's money is in holdings VTI also owns. 0.0% of VTI's is in holdings OBOR also owns. They hold 1 positions in common, counted across the 113 positions we hold weights for in OBOR and 3,441 in VTI.
Which pays a higher dividend, OBOR or VTI?
OBOR yields 1.88% while VTI yields 1.06%, so OBOR currently pays the higher dividend yield.
Is VTI better than OBOR?
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 46.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.