Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricCCFEVTIWinner
Expense Ratio0.95%0.03%
AUM$39M$663.5B
Dividend Yield0.02%1.07%
Holdings243,543
YTD Return+6.81%+14.20%
1Y Return+15.47%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)22.8%15.3%
Max Drawdown-21.1%-56.6%
Fund FamilyConcourse CapitalVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2025May 24, 2001

CCFE vs VTI Performance

Concourse Capital Focused Equity ETF (CCFE) is a ETF from Concourse Capital and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CCFE returned +15.47% while VTI returned +24.16%. Year to date, CCFE is up 6.81% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

CCFE has been the more volatile fund, with annualized monthly volatility of 22.8% 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 -21.1% for CCFE 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCFE charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, CCFE currently yields 0.02% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

CCFE and VTI share 14 holdings out of 2791 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCFEWeight in VTIDifference
CPS9.88%0.00%9.88%
WCC8.13%0.02%8.11%
CMCO4.93%0.00%4.93%
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Frequently Asked Questions

Which is cheaper, CCFE or VTI?

CCFE has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, CCFE or VTI?

Over the past year CCFE returned +15.47% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), CCFE annualized +14.01% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, CCFE or VTI?

CCFE has been the more volatile fund at 22.8% annualized versus 15.3% for VTI. Worst drawdown: CCFE -21.1% vs VTI -56.6%.

Should I hold both CCFE and VTI?

CCFE and VTI have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCFE and VTI?

CCFE and VTI share 14 common holdings with a 0.1% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, CCFE or VTI?

CCFE yields 0.02% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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