USA vs VTI: Correlation
How closely do Liberty All-Star Equity Fund (USA) and Vanguard Total Stock Market ETF (VTI) trade together? Their weekly returns over three years give a correlation of 0.86, which is very strong.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are USA and VTI?
On 3 years of weekly data the USA/VTI correlation comes out at 0.86, very strong, meaning they move nearly in lockstep. Little has changed lately, as the 1-year reading of 0.85 lands near the 3-year figure. The 5-year figure is 0.86, and annualized covariance runs at 190.9 %².
In USA's tracked universe of 31 assets, VTI sits right near the top at #2. Their recent paths diverged sharply: over the last 12 months VTI outperformed by 19.1 percentage points (+1.6% for USA against +20.7% for VTI).
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
USA vs VTI: side by side
| USA (Liberty All-Star Equity Fund) | VTI (Vanguard Total Stock Market ETF) | |
|---|---|---|
| 1-year return | +1.6% | +20.7% |
| 5-year return | +18.1% | +74.8% |
| Volatility (ann.) | 15.2% | 14.6% |
| Beta vs S&P 500 | 0.89 | 1.01 |
| Max drawdown (3Y) | -17.7% | -19.3% |
| Market cap | – | – |
| P/E (trailing) | 10.7 | – |
| Dividend yield | 11.19% | 1.06% |
| Expense ratio | – | 0.03% |
| Assets under management | – | $2,290.0B |
| Sector / category | US Listed | ETF · US Large Cap |
VTI, Vanguard's Large Blend fund, carries $2,290.0B under management, 3140 holdings, a 0.03% expense ratio, a 1.06% trailing dividend yield.
Year-by-year returns
| Year | USA | VTI |
|---|---|---|
| 2022 | -25.2% | -19.5% |
| 2023 | +23.2% | +26.0% |
| 2024 | +20.8% | +23.8% |
| 2025 | +0.1% | +17.1% |
| 2026 | +3.7% | +14.2% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are USA and VTI good diversifiers for each other?
Not really. At 0.86, the two trade almost as one position, and owning both buys little extra protection.
FAQ
What is the correlation between USA and VTI?
As of 2026-08-27, the correlation of weekly returns between USA and VTI is 0.86 over 3 years, 0.85 over 1 year and 0.86 over 5 years.
Is VTI a good diversifier for USA?
Not really. At 0.86, the two trade almost as one position, and owning both buys little extra protection.
What does a correlation of 0.86 mean?
A reading of 0.86 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/usa-vs-vti.json
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Related comparisons
Hubs: USA correlations · VTI correlations
