VTI vs WTRE
Vanguard Morningstar Total Stock Market ETF vs WisdomTree New Economy Real Estate Fund
Which is better, VTI or WTRE?
Large Cap Blend against Large Cap Value.
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 47.7%.
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 | WTRE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.58% |
| AUM | $689.2B | $14M |
| Dividend Yield | 1.06% | 2.59% |
| Holdings | 3,524 | 70 |
| YTD Return | +13.02%Best | +0.65% |
| 1Y Return | +16.63%Best | -6.71% |
| 3Y Return (annualized) | +21.97%Best | +13.93% |
| 5Y Return (annualized) | +11.99%Best | -1.19% |
| Volatility (annualized) | 16.0%Best | 21.1% |
| Max Drawdown | -56.6%Best | -75.9% |
| $10,000 over 5 years | $17,616Best | $9,419 |
| Top 10 Weight | 33.5%Best | 47.7% |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 24, 2001 | Jun 5, 2007 |
Volatility and max drawdown are measured over the window both funds cover: Jun 5, 2007 to Oct 14, 2026 (19.4 years).
VTI vs WTRE 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 19.4 years both funds cover.
VTI vs WTRE Performance
Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US) and WisdomTree New Economy Real Estate Fund (WTRE) is an ETF from WisdomTree Investments. Over the past year VTI returned +16.63% while WTRE returned -6.71%. Year to date, VTI is up 13.02% versus a gain of 0.65% for WTRE.
Over three years, VTI compounded at +21.97% per year against +13.93% for WTRE; over five years the annualized figures are +11.99% and -1.19% respectively. Across the full 19-year window we track, VTI has the edge at +9.04% annualized vs -3.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTRE has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 16.0% 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 -56.6% for VTI and -75.9% for WTRE. 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 WTRE charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, VTI currently yields 1.06% against 2.59% for WTRE.
Holdings Overlap
0.8% of VTI's money is in holdings WTRE also owns. 64.1% of WTRE's money is in holdings VTI also owns.
The two portfolios partly overlap.
25 positions in common, counted across the 3,441 positions we hold weights for in VTI and 57 in WTRE, against full books of 3,524 and 70.
What only one of them owns
Our book lists 4 positions for WTRE that do not appear in our book for VTI (2.3% of the fund), and 1,134 for VTI that do not appear in WTRE (96.7%).
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 WTRE | Difference |
|---|---|---|---|
| EQIXEquinix Inc. Real Estate Investment Trust | 0.14% | 5.27% | 5.13% |
| PLDPrologis Inc | 0.18% | 5.05% | 4.87% |
| DLRDigital Realty Trust Inc. | 0.09% | 5.06% | 4.97% |
| AMTAmerican Tower Corporation | 0.11% | 4.92% | 4.81% |
| IRMIron Mtn Inc New Com Npv | 0.04% | 4.92% | 4.88% |
| ASTSAst Spacemobile Inc Class A | 0.02% | 4.53% | 4.51% |
| SBACSba Communications Corp. | 0.03% | 4.42% | 4.39% |
| CCICrown Castle International Corp | 0.05% | 4.18% | 4.13% |
| DOCHealthpeak Properties Inc | 0.02% | 3.71% | 3.69% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.01% | 2.87% | 2.86% |
64.1% of WTRE 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 WTRE?
VTI has an expense ratio of 0.03% while WTRE charges 0.58%. VTI is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, VTI or WTRE?
Over the past year VTI returned +16.63% vs -6.71% for WTRE, so VTI leads on 1-year performance. Over the longest common window we track (19 years), VTI annualized +9.04% vs -3.69% for WTRE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VTI or WTRE?
WTRE has been the more volatile fund at 21.1% annualized versus 16.0% for VTI. Worst drawdown: VTI -56.6% vs WTRE -75.9%.
Should I hold both VTI and WTRE?
VTI and WTRE 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 WTRE?
64.1% of WTRE's money is in holdings VTI also owns. 64.1% of WTRE's is in holdings VTI also owns. They hold 25 positions in common, counted across the 3,441 positions we hold weights for in VTI and 57 in WTRE.
Which pays a higher dividend, VTI or WTRE?
VTI yields 1.06% while WTRE yields 2.59%, so WTRE currently pays the higher dividend yield.
Is WTRE better than VTI?
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 47.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.