FDD vs VTI

FDD vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: FDDMore Diversified: VTI

Side-by-Side Comparison

MetricFDDVTIWinner
Expense Ratio0.56%0.03%
AUM$918M$666.9B
Dividend Yield5.03%1.07%
Holdings343,543
YTD Return+19.76%+14.82%
1Y Return+32.98%+22.43%
3Y Return (annualized)+29.83%+21.93%
5Y Return (annualized)+13.12%+12.34%
Volatility (annualized)18.1%15.4%
Max Drawdown-46.5%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionAug 27, 2007May 24, 2001

FDD vs VTI Performance

First Trust STOXX European Select Dividend Index Fund (FDD) is a ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FDD returned +32.98% while VTI returned +22.43%. Year to date, FDD is up 19.76% versus a gain of 14.82% for VTI.

Over three years, FDD compounded at +29.83% per year against +21.93% for VTI; over five years the annualized figures are +13.12% and +12.34% respectively. Across the full 17-year window we track, VTI has the edge at +8.16% annualized vs +4.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDD has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.4% 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 -46.5% for FDD 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDD charges 0.56% per year while VTI charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, FDD currently yields 5.03% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

FDD and VTI share 0 holdings out of 2817 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FDD or VTI?

FDD has an expense ratio of 0.56% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, FDD or VTI?

Over the past year FDD returned +32.98% vs +22.43% for VTI, so FDD leads on 1-year performance. Over the longest common window we track (17 years), FDD annualized +4.31% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, FDD or VTI?

FDD has been the more volatile fund at 18.1% annualized versus 15.4% for VTI. Worst drawdown: FDD -46.5% vs VTI -56.6%.

Should I hold both FDD and VTI?

FDD and VTI have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDD and VTI?

FDD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2817 unique securities.

Which pays a higher dividend, FDD or VTI?

FDD yields 5.03% while VTI yields 1.07%, so FDD currently pays the higher dividend yield.

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