BTEC vs VFMO
Principal Healthcare Innovators ETF vs Vanguard US Momentum Factor ETF
Which is better, BTEC or VFMO?
VFMO has been ahead.
VFMO has a lower expense ratio. VFMO led over 1Y and the full window.
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 | BTEC | VFMO |
|---|---|---|
| Expense Ratio | 0.42% | 0.13%Best |
| AUM | $16M | $1.9B |
| Dividend Yield | 0.00% | 0.62% |
| Holdings | 268 | 673 |
| Volatility (annualized) | 28.4% | 20.3%Best |
| Max Drawdown | -62.9% | -36.8%Best |
| $10,000 over 6.8 years | $12,130 | $24,521Best |
| Fund Family | Principal Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Aug 19, 2016 | Feb 13, 2018 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 689 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and VFMO through Oct 12, 2026.
Volatility and max drawdown, and the $10,000 over 6.8 years row, are measured over the window both funds cover: Feb 15, 2018 to Nov 22, 2024 (6.8 years).
Risk: Volatility and Drawdowns
BTEC has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 20.3% for VFMO. 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 -62.9% for BTEC and -36.8% for VFMO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTEC charges 0.42% per year while VFMO charges 0.13%. On a $10,000 position that is $42 vs $13 annually, a gap of $29 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 0.62% for VFMO.
You are not choosing between two funds in isolation.
Whichever of BTEC and VFMO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTEC or VFMO?
BTEC has an expense ratio of 0.42% while VFMO charges 0.13%. VFMO is the cheaper option, by $29 a year on a $10,000 investment.
Which is riskier, BTEC or VFMO?
BTEC has been the more volatile fund at 28.4% annualized versus 20.3% for VFMO. Worst drawdown: BTEC -62.9% vs VFMO -36.8%.
Should I hold both BTEC and VFMO?
BTEC and VFMO have a monthly-return correlation of 0.78, 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, BTEC or VFMO?
BTEC yields 0.00% while VFMO yields 0.62%, so VFMO currently pays the higher dividend yield.
Is VFMO better than BTEC?
VFMO has a lower expense ratio. VFMO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.