Over the trailing five-year window, VT and VTI moved almost in lockstep (daily-return correlation 0.97), so holding both adds little diversification.

VTI delivered the higher five-year annualized total return (12.2% vs 10.1% for VT), though it is only one window and says nothing about the future.

VTI was the more volatile of the two (17.6% vs 16.3% annualized).

On cost, VTI is cheaper — 0.03% versus 0.06% for VT.

The numbers, side by side

Per-fund metrics. Returns are total return (dividends reinvested, net of fees); volatility, drawdown and correlation are computed from daily closing prices over the trailing five-year window ending Aug 7, 2026.

Metric VT VTI
5-yr annualized returntotal return, incl. dividends & fees 10.1% 12.2%
5-yr annualized volatilitystandard deviation of daily returns 16.3% 17.6%
Max drawdown (5-yr window)worst peak-to-trough decline -28.0% -26.2%
Return per unit of riskSharpe-style, 4.7% risk-free 0.33 0.43
Expense ratioannual fund cost 0.06% 0.03%

How similar are they?

Relationship metricVT & VTI
Correlation of daily returns5-yr; 1.00 = moves identically 0.97
Sector overlapΣ min(weight) across sectors 91.6%

Where each fund is concentrated

VT — top sectors

  • Technology31.18%
  • Financial Services15.72%
  • Industrials11.74%

VTI — top sectors

  • Technology36.07%
  • Financial Services11.76%
  • Industrials10.15%

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Disclaimer: This content is for educational and informational purposes only and does not constitute financial, investment, or tax advice. The information presented reflects the author's opinions and analysis at the time of writing and may not be suitable for your individual circumstances. Always consult with a qualified financial advisor before making investment decisions. Past performance is not indicative of future results. MinMaxDoc and its authors are not registered investment advisors.
Figures computed by MinMaxDoc from historical market data as of Aug 7, 2026; they will drift as markets move.