FEIG vs VTI

FEIG vs VTI

Which is better, FEIG or VTI?

Preferred Stock against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y 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

MetricFEIGVTI
Expense Ratio0.12%0.03%Best
AUM$48M$666.9B
Dividend Yield4.83%1.07%
Holdings7463,543
YTD Return-0.59%+13.59%Best
1Y Return+0.71%+20.00%Best
3Y Return (annualized)+5.05%+20.95%Best
5Y Return (annualized)-0.50%+11.81%Best
Volatility (annualized)8.1%Best15.9%
Max Drawdown-22.3%Best-25.4%
$10,000 over 5 years$9,752$17,474Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Blend
InceptionSep 20, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 21, 2021 to Sep 4, 2026 (5 years).

FEIG 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 5 years both funds cover.

FEIG vs VTI Performance

Northern Trust ESG & Climate Investment Grade Corporate Core ETF (FEIG) is an ETF from Northern Trust Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FEIG returned +0.71% while VTI returned +20.00%. Year to date, FEIG is down 0.59% versus a gain of 13.59% for VTI.

Over three years, FEIG compounded at +5.05% per year against +20.95% for VTI; over five years the annualized figures are -0.50% and +11.81% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 8.1% for FEIG. 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 -22.3% for FEIG and -25.4% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FEIG charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, FEIG currently yields 4.83% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 673 holdings in FEIG and 2,787 in VTI, totalling 77.9% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 673 positions we hold weights for in FEIG and 2,787 in VTI, against full books of 746 and 3,543.

Top Shared Holdings

StockWeight in FEIGWeight in VTIDifference
HUBBHubbell Inc0.04%0.04%0.00%

You are not choosing between two funds in isolation.

Whichever of FEIG and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FEIGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FEIG or VTI?

FEIG has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, FEIG or VTI?

Over the past year FEIG returned +0.71% 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, FEIG or VTI?

VTI has been the more volatile fund at 15.9% annualized versus 8.1% for FEIG. Worst drawdown: FEIG -22.3% vs VTI -25.4%.

Should I hold both FEIG and VTI?

FEIG and VTI have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FEIG or VTI?

FEIG yields 4.83% while VTI yields 1.07%, so FEIG currently pays the higher dividend yield.

Is VTI better than FEIG?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.