ELFY vs VTI

ELFY vs VTI

Which is better, ELFY or VTI?

Each has led over a different period.

VTI has a lower expense ratio. ELFY led over the full window, VTI over 1Y. ELFY is less concentrated, with 11.4% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: ELFY

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

MetricELFYVTI
Expense Ratio0.50%0.03%Best
AUM$195M$666.9B
Dividend Yield1.07%1.03%
Holdings1163,543
YTD Return+9.21%+12.30%Best
1Y Return+12.98%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)19.8%12.1%Best
Max Drawdown-14.9%-8.9%Best
$10,000 over 1.4 years$15,061Best$14,638
Top 10 Weight11.4%Best33.3%
Fund FamilyALPS ETF TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 9, 2025May 24, 2001

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 10, 2025 to Sep 18, 2026 (1.4 years).

ELFY 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 covers the 1.4 years both funds cover.

ELFY vs VTI Performance

ALPS Electrification Infrastructure ETF (ELFY) is an ETF from ALPS ETF Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year ELFY returned +12.98% while VTI returned +16.08%. Year to date, ELFY is up 9.21% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ELFY has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 12.1% 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 -14.9% for ELFY and -8.9% 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 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ELFY charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, ELFY currently yields 1.07% against 1.03% for VTI.

Holdings Overlap

ELFY already in VTI83.2%
VTI already in ELFY4.9%

83.2% of ELFY's money is in holdings VTI also owns. 4.9% of VTI's money is in holdings ELFY also owns.

Most of ELFY is already inside VTI. Owning both mostly buys the same companies twice.

97 positions in common, counted across the 114 positions we hold weights for in ELFY and 3,463 in VTI, against full books of 116 and 3,543.

What only one of them owns

Our book lists 1,058 positions for VTI that do not appear in our book for ELFY (92.5% of the fund), and 3 for ELFY that do not appear in VTI (2.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ELFYWeight in VTIDifference
ZBRAZebra Technologies Corp1.48%0.02%1.46%
GEVGe Vernova, Inc.0.92%0.37%0.55%
APHAmphenol Corp. Class A0.97%0.27%0.70%
TTEKIndustrials (continued) Tetra Tech Inc.1.21%0.01%1.20%
LNGCheniere Energy Inc.1.13%0.08%1.05%
FCXFreeport-mcmoran Copper & Gold Inc.1.07%0.12%0.95%
ETNEaton Corp Plc0.95%0.22%0.73%
CEGConstellation Energy Corporation Com1.04%0.12%0.92%
NEENextera Energy Inc0.91%0.25%0.66%
TRMBTrimble Inc.1.12%0.02%1.10%

83.2% of ELFY is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ELFYVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ELFY or VTI?

ELFY has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, ELFY or VTI?

Over the past year ELFY returned +12.98% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), ELFY annualized +33.98% vs +31.28% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ELFY or VTI?

ELFY has been the more volatile fund at 19.8% annualized versus 12.1% for VTI. Worst drawdown: ELFY -14.9% vs VTI -8.9%.

Should I hold both ELFY and VTI?

ELFY and VTI have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ELFY and VTI?

83.2% of ELFY's money is in holdings VTI also owns. 4.9% of VTI's is in holdings ELFY also owns. They hold 97 positions in common, counted across the 114 positions we hold weights for in ELFY and 3,463 in VTI.

Which pays a higher dividend, ELFY or VTI?

ELFY yields 1.07% while VTI yields 1.03%, so ELFY currently pays the higher dividend yield.

Is VTI better than ELFY?

VTI has a lower expense ratio. ELFY led over the full window, VTI over 1Y. ELFY is less concentrated, with 11.4% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.