ABOT vs VTI

ABOT vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricABOTVTIWinner
Expense Ratio0.39%0.03%
AUM$4M$666.9B
Dividend Yield0.33%1.07%
Holdings523,543
YTD Return+13.18%+12.65%
1Y Return+14.63%+21.39%
3Y Return (annualized)+21.72%+21.54%
5Y Return (annualized)+9.83%+12.11%
Volatility (annualized)17.0%15.3%
Max Drawdown-29.7%-56.6%
Fund FamilyDonoghue Forlines ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 7, 2020May 24, 2001

ABOT vs VTI Performance

Abacus FCF Innovation Leaders ETF (ABOT) is a ETF from Donoghue Forlines ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ABOT returned +14.63% while VTI returned +21.39%. Year to date, ABOT is up 13.18% versus a gain of 12.65% for VTI.

Over three years, ABOT compounded at +21.72% per year against +21.54% for VTI; over five years the annualized figures are +9.83% and +12.11% respectively. Across the full 6-year window we track, ABOT has the edge at +11.69% annualized vs +8.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ABOT has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.3% 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 -29.7% for ABOT and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ABOT charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, ABOT currently yields 0.33% against 1.07% for VTI.

Holdings Overlap

16.8%overlap

ABOT and VTI share 47 holdings out of 2790 unique holdings combined, representing a 16.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ABOTWeight in VTIDifference
NVDA5.14%6.32%1.18%
AAPL5.36%5.84%0.48%
AVGO4.10%2.46%1.64%
ABBVProProPro
PANWProProPro
BMYProProPro
ABNBProProPro
SNOWProProPro
FTNTProProPro
VRSNProProPro
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Frequently Asked Questions

Which is cheaper, ABOT or VTI?

ABOT has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, ABOT or VTI?

Over the past year ABOT returned +14.63% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), ABOT annualized +11.69% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, ABOT or VTI?

ABOT has been the more volatile fund at 17.0% annualized versus 15.3% for VTI. Worst drawdown: ABOT -29.7% vs VTI -56.6%.

Should I hold both ABOT and VTI?

ABOT and VTI have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ABOT and VTI?

ABOT and VTI share 47 common holdings with a 16.8% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, ABOT or VTI?

ABOT yields 0.33% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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