VTI vs WCMG

VTI vs WCMG

Which is better, VTI or WCMG?

VTI costs less.

VTI has a lower expense ratio. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 36.2%.

Lower Fees: 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

MetricVTIWCMG
Expense Ratio0.03%Best0.85%
AUM$689.2B$3M
Dividend Yield1.06%0.00%
Holdings3,52496
YTD Return+13.02%Best+2.95%
1Y Return+16.63%-
3Y Return (annualized)+21.97%-
5Y Return (annualized)+11.99%-
Top 10 Weight33.5%Best36.2%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 24, 2001Apr 21, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VTI vs WCMG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VTI vs WCMG Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and First Trust WCM Global Equity ETF (WCMG) is an ETF from First Trust Portfolios (US). Year to date, VTI is up 13.02% versus a gain of 2.95% for WCMG.

Past performance does not guarantee future results.

Fees and Cost Over Time

VTI charges 0.03% per year while WCMG 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 0.00% for WCMG.

Holdings Overlap

VTI already in WCMG4.4%
WCMG already in VTI39.3%

4.4% of VTI's money is in holdings WCMG also owns. 39.3% of WCMG's money is in holdings VTI also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 3,441 positions we hold weights for in VTI and 47 in WCMG, against full books of 3,524 and 96.

What only one of them owns

Our book lists 3 positions for WCMG that do not appear in our book for VTI (8.4% of the fund), and 1,139 for VTI that do not appear in WCMG (93.2%).

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

StockWeight in VTIWeight in WCMGDifference
GOOGLAlphabet Inc2.70%4.92%2.22%
IBKRInteractive Brokers Group Inc0.06%3.22%3.16%
BKDBrookdale Senior Living Inc0.00%2.91%2.91%
THCTenet Healthcare Corp Common Stock Usd 0.050.03%2.58%2.55%
EBAYEbay Inc.0.06%2.50%2.44%
WDCWestern Digital Corp.0.21%2.17%1.96%
JANJanus Living Inc Class A0.00%2.25%2.25%
SLBSchlumberger Nv.0.12%2.04%1.92%
VLOValero Energy0.14%1.91%1.77%
VEEVVeeva Systems Inc0.06%1.84%1.78%

39.3% of WCMG 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.

VTIWCMG

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Frequently Asked Questions

Which is cheaper, VTI or WCMG?

VTI has an expense ratio of 0.03% while WCMG charges 0.85%. VTI is the cheaper option, by $82 a year on a $10,000 investment.

What is the holdings overlap between VTI and WCMG?

39.3% of WCMG's money is in holdings VTI also owns. 39.3% of WCMG's is in holdings VTI also owns. They hold 19 positions in common, counted across the 3,441 positions we hold weights for in VTI and 47 in WCMG.

Which pays a higher dividend, VTI or WCMG?

VTI yields 1.06% while WCMG yields 0.00%, so VTI currently pays the higher dividend yield.

Is WCMG better than VTI?

VTI has a lower expense ratio. VTI is less concentrated, with 33.5% of the fund in its ten largest positions against 36.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.