AFB vs VTI

AFB vs VTI

Which is better, AFB or VTI?

Municipal Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricAFBVTI
Expense Ratio1.56%0.03%Best
AUM$335M$666.9B
Dividend Yield4.95%1.07%
Holdings1753,543
YTD Return+1.22%+13.59%Best
1Y Return+7.96%+20.00%Best
3Y Return (annualized)+5.37%+20.95%Best
5Y Return (annualized)-2.61%+11.81%Best
Volatility (annualized)12.8%Best15.3%
Max Drawdown-56.2%Best-56.6%
$10,000 over 5 years$8,761$17,474Best
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionJan 28, 2002May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 29, 2002 to Sep 4, 2026 (24.6 years).

AFB vs VTI 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.

AFB vs VTI Performance

AllianceBernstein National Municipal Income Fund Inc (AFB) is an ETF from AllianceBernstein L.P. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AFB returned +7.96% while VTI returned +20.00%. Year to date, AFB is up 1.22% versus a gain of 13.59% for VTI.

Over three years, AFB compounded at +5.37% per year against +20.95% for VTI; over five years the annualized figures are -2.61% and +11.81% respectively. Across the full 25-year window we track, VTI has the edge at +8.84% annualized vs -0.43%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% for AFB. 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 -56.2% for AFB and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.25. They move largely independently of each other.

Fees and Cost Over Time

AFB charges 1.56% per year while VTI charges 0.03%. On a $10,000 position that is $156 vs $3 annually, a gap of $153 per year that compounds over a long holding period. On income, AFB currently yields 4.95% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 79 holdings in AFB and 2,787 in VTI, totalling 60.7% and 92.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 150 days apart, AFB as of Jan 31, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 79 positions we hold weights for in AFB and 2,787 in VTI, against full books of 175 and 3,543.

You are not choosing between two funds in isolation.

Whichever of AFB and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AFBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AFB or VTI?

AFB has an expense ratio of 1.56% while VTI charges 0.03%. VTI is the cheaper option, by $153 a year on a $10,000 investment.

Which performed better, AFB or VTI?

Over the past year AFB returned +7.96% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), AFB annualized -0.43% vs +8.84% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AFB or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 12.8% for AFB. Worst drawdown: AFB -56.2% vs VTI -56.6%.

Should I hold both AFB and VTI?

AFB and VTI have a monthly-return correlation of 0.25, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AFB or VTI?

AFB yields 4.95% while VTI yields 1.07%, so AFB currently pays the higher dividend yield.

Is VTI better than AFB?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.