FDIV vs VTI

FDIV vs VTI

Which is better, FDIV or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y 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

MetricFDIVVTI
Expense Ratio0.35%0.03%Best
AUM$70M$666.9B
Dividend Yield2.38%1.07%
Holdings1133,543
YTD Return+5.32%+13.59%Best
1Y Return+6.66%+20.00%Best
3Y Return (annualized)+7.34%+20.95%Best
5Y Return (annualized)-+11.81%
Volatility (annualized)11.8%Best12.8%
Max Drawdown-18.6%Best-19.3%
$10,000 over 3 years$12,368$18,230Best
Fund FamilyMarketDesk IndicesVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 19, 2023May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 20, 2023 to Sep 4, 2026 (3 years).

FDIV 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 3 years both funds cover.

FDIV vs VTI Performance

MarketDesk Focused US Dividend ETF (FDIV) is an ETF from MarketDesk Indices and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FDIV returned +6.66% while VTI returned +20.00%. Year to date, FDIV is up 5.32% versus a gain of 13.59% for VTI.

Over three years, FDIV compounded at +7.34% per year against +20.95% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 11.8% for FDIV. 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 -18.6% for FDIV and -19.3% 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

FDIV charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, FDIV currently yields 2.38% against 1.07% for VTI.

Holdings Overlap

FDIV already in VTI95.3%

At least 95.3% of FDIV's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

The two holdings books were reported 49 days apart, FDIV as of Aug 18, 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.

100 positions in common, counted across the 111 positions we hold weights for in FDIV and 2,787 in VTI, against full books of 113 and 3,543.

Top Shared Holdings

StockWeight in FDIVWeight in VTIDifference
NVDANvidia Corp.4.01%6.32%2.31%
AVGOBroadcom Inc3.05%2.46%0.59%
METAMeta Platform Inc 2.82%1.70%1.12%
LLYEli Lilly & Co.3.11%1.40%1.71%
VVisa Inc Class A3.24%0.77%2.47%
XOMExxonmobil Holdings Corp Common Stock Usd3.12%0.78%2.34%
MAMastercard Inc3.32%0.56%2.76%
AMATApplied Materials, Inc.2.93%0.79%2.14%
LRCXLrcx Uw Equity2.84%0.74%2.10%
HDHome Depot Inc/The3.04%0.48%2.56%

95.3% of FDIV 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.

FDIVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDIV or VTI?

FDIV has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, FDIV or VTI?

Over the past year FDIV returned +6.66% vs +20.00% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDIV or VTI?

VTI has been the more volatile fund at 12.8% annualized versus 11.8% for FDIV. Worst drawdown: FDIV -18.6% vs VTI -19.3%.

Should I hold both FDIV and VTI?

FDIV 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 FDIV and VTI?

At least 95.3% of FDIV's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 100 positions in common, counted across the 111 positions we hold weights for in FDIV and 2,787 in VTI.

Which pays a higher dividend, FDIV or VTI?

FDIV yields 2.38% while VTI yields 1.07%, so FDIV currently pays the higher dividend yield.

Is VTI better than FDIV?

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