VTI vs WCEO
Vanguard Morningstar Total Stock Market ETF vs Hypatia Women CEO ETF
Which is better, VTI or WCEO?
Large Cap Blend against All Cap Blend.
VTI has a lower expense ratio. VTI led over 3Y and the full window, WCEO over 1Y. WCEO is less concentrated, with 15.0% of the fund in its ten largest positions against 33.5%.
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 | VTI | WCEO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $689.2B | $13M |
| Dividend Yield | 1.06% | 0.57% |
| Holdings | 3,524 | 322 |
| YTD Return | +13.02% | +13.66%Best |
| 1Y Return | +16.63% | +16.90%Best |
| 3Y Return (annualized) | +21.97%Best | +15.72% |
| 5Y Return (annualized) | +11.99% | - |
| Volatility (annualized) | 12.7%Best | 16.1% |
| Max Drawdown | -19.3%Best | -25.9% |
| $10,000 over 3.8 years | $20,556Best | $15,170 |
| Top 10 Weight | 33.5% | 15.0%Best |
| Fund Family | Vanguard (US) | Hypatia Invest |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 24, 2001 | Jan 6, 2023 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Jan 9, 2023 to Oct 14, 2026 (3.8 years).
VTI vs WCEO 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 3.8 years both funds cover.
VTI vs WCEO Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and Hypatia Women CEO ETF (WCEO) is an ETF from Hypatia Invest. Over the past year VTI returned +16.63% while WCEO returned +16.90%. Year to date, VTI is up 13.02% versus a gain of 13.66% for WCEO.
Over three years, VTI compounded at +21.97% per year against +15.72% for WCEO. Across the full 4-year window we track, VTI has the edge at +20.88% annualized vs +11.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCEO has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -19.3% for VTI and -25.9% for WCEO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VTI charges 0.03% per year while WCEO charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, VTI currently yields 1.06% against 0.57% for WCEO.
Holdings Overlap
5.4% of VTI's money is in holdings WCEO also owns. 86.0% of WCEO's money is in holdings VTI also owns.
Most of WCEO is already inside VTI. Owning both mostly buys the same companies twice.
136 positions in common, counted across the 3,441 positions we hold weights for in VTI and 157 in WCEO, against full books of 3,524 and 322.
What only one of them owns
Our book lists 3 positions for WCEO that do not appear in our book for VTI (1.8% of the fund), and 1,073 for VTI that do not appear in WCEO (92.2%).
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 VTI | Weight in WCEO | Difference |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | 1.04% | 1.13% | 0.09% |
| MPCMarathon Petroleum Corp | 0.15% | 1.78% | 1.63% |
| SOISolaris Oilfield Infrastructure Inc Com Cl A | 0.00% | 1.84% | 1.84% |
| KMIKinder Morgan Inc./de | 0.08% | 1.74% | 1.66% |
| INSWInternational Seaways, Inc. | 0.01% | 1.78% | 1.77% |
| 196170:KRAlteogen Inc | 0.01% | 1.45% | 1.44% |
| CLXClorox Co. | 0.02% | 1.42% | 1.40% |
| ANETArista Networks Inc. | 0.28% | 1.10% | 0.82% |
| ACNAccenture Plc | 0.16% | 1.18% | 1.02% |
| CCitigroup Inc. | 0.30% | 0.92% | 0.62% |
86.0% of WCEO 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, VTI or WCEO?
VTI has an expense ratio of 0.03% while WCEO charges 0.85%. VTI is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, VTI or WCEO?
Over the past year VTI returned +16.63% vs +16.90% for WCEO, so WCEO leads on 1-year performance. Over the longest common window we track (4 years), VTI annualized +20.88% vs +11.59% for WCEO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VTI or WCEO?
WCEO has been the more volatile fund at 16.1% annualized versus 12.7% for VTI. Worst drawdown: VTI -19.3% vs WCEO -25.9%.
Should I hold both VTI and WCEO?
VTI and WCEO have a monthly-return correlation of 0.80, 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 VTI and WCEO?
86.0% of WCEO's money is in holdings VTI also owns. 86.0% of WCEO's is in holdings VTI also owns. They hold 136 positions in common, counted across the 3,441 positions we hold weights for in VTI and 157 in WCEO.
Which pays a higher dividend, VTI or WCEO?
VTI yields 1.06% while WCEO yields 0.57%, so VTI currently pays the higher dividend yield.
Is WCEO better than VTI?
VTI has a lower expense ratio. VTI led over 3Y and the full window, WCEO over 1Y. WCEO is less concentrated, with 15.0% of the fund in its ten largest positions against 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.