FDND vs VTI

FDND vs VTI

Which is better, FDND or VTI?

Large Cap Growth against Large Cap Blend.

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

MetricFDNDVTI
Expense Ratio0.75%0.03%Best
AUM$10M$666.9B
Dividend Yield8.11%1.07%
Holdings863,543
YTD Return+4.63%+13.59%Best
1Y Return-2.20%+20.00%Best
3Y Return (annualized)-+20.95%
5Y Return (annualized)-+11.81%
Volatility (annualized)18.2%12.3%Best
Max Drawdown-24.1%-19.3%Best
$10,000 over 2.5 years$13,078$15,177Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 20, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 4, 2026 (2.5 years).

FDND 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 2.5 years both funds cover.

FDND vs VTI Performance

FT Vest Dow Jones Internet & Target Income ETF (FDND) is an ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FDND returned -2.20% while VTI returned +20.00%. Year to date, FDND is up 4.63% versus a gain of 13.59% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDND has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 12.3% 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 -24.1% for FDND 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDND charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, FDND currently yields 8.11% against 1.07% for VTI.

Holdings Overlap

FDND already in VTI98.8%

At least 98.8% of FDND'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 FDND is already inside VTI. Owning both mostly buys the same companies twice.

38 positions in common, counted across the 41 positions we hold weights for in FDND and 2,787 in VTI, against full books of 86 and 3,543.

Top Shared Holdings

StockWeight in FDNDWeight in VTIDifference
AMZNAmazon.Com Inc10.52%3.17%7.35%
METAMeta Platform Inc 9.47%1.70%7.77%
CSCOCisco Systems Inc. - Ordinary Shares8.14%0.57%7.57%
GOOGLAlphabet Inc.Class A5.19%2.88%2.31%
GOOGAlphabet Inc. C4.16%2.27%1.89%
ANETArista Networks Inc Common Stock5.37%0.25%5.12%
BKNGBooking Holdings, Inc.5.32%0.19%5.13%
CRMSalesforce Inc Crm Us Equity4.66%0.17%4.49%
ORCLOracle Corp - Common4.17%0.35%3.82%
SNOWSnowflake Inc (United States)4.14%0.12%4.02%

98.8% of FDND 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.

FDNDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDND or VTI?

FDND has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, FDND or VTI?

Over the past year FDND returned -2.20% 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, FDND or VTI?

FDND has been the more volatile fund at 18.2% annualized versus 12.3% for VTI. Worst drawdown: FDND -24.1% vs VTI -19.3%.

Should I hold both FDND and VTI?

FDND and VTI have a monthly-return correlation of 0.74, 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 FDND and VTI?

At least 98.8% of FDND's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 38 positions in common, counted across the 41 positions we hold weights for in FDND and 2,787 in VTI.

Which pays a higher dividend, FDND or VTI?

FDND yields 8.11% while VTI yields 1.07%, so FDND currently pays the higher dividend yield.

Is VTI better than FDND?

VTI has a lower expense ratio. VTI 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.