FFLS vs VTI

FFLS vs VTI

Which is better, FFLS or VTI?

Long-Short Strategy 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

MetricFFLSVTI
Expense Ratio1.60%0.03%Best
AUM$43M$666.9B
Dividend Yield6.64%1.03%
Holdings603,543
YTD Return-0.69%+12.30%Best
1Y Return-4.96%+16.08%Best
3Y Return (annualized)+8.85%+21.01%Best
5Y Return (annualized)-+12.36%
Volatility (annualized)9.2%Best13.1%
Max Drawdown-11.1%Best-19.3%
$10,000 over 3.2 years$12,819$17,922Best
Fund FamilyThe Future FundVanguard (US)
CategoryAlternativeEquity
StyleLong-Short StrategyLarge Cap Blend
InceptionJun 20, 2022May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 21, 2023 to Sep 18, 2026 (3.2 years).

FFLS 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 3.2 years both funds cover.

FFLS vs VTI Performance

The Future Fund Long/Short ETF (FFLS) is an ETF from The Future Fund and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FFLS returned -4.96% while VTI returned +16.08%. Year to date, FFLS is down 0.69% versus a gain of 12.30% for VTI.

Over three years, FFLS compounded at +8.85% per year against +21.01% 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 13.1% compared with 9.2% for FFLS. 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 -11.1% for FFLS 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FFLS charges 1.60% per year while VTI charges 0.03%. On a $10,000 position that is $160 vs $3 annually, a gap of $157 per year that compounds over a long holding period. On income, FFLS currently yields 6.64% against 1.03% for VTI.

Holdings Overlap

VTI already in FFLS18.4%

At least 18.4% of VTI's money is in holdings FFLS also owns.

Stated as a floor: for FFLS, our book for it covers 79.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VTI and FFLS share little of their money.

46 positions in common, counted across the 53 positions we hold weights for in FFLS and 3,463 in VTI, against full books of 60 and 3,543.

Top Shared Holdings

StockWeight in FFLSWeight in VTIDifference
NVDANvidia Corp3.91%6.40%2.49%
AMZNAmazon.Com Inc5.15%3.65%1.50%
GOOGLAlphabet Inc,class A3.70%2.90%0.80%
AVGOBroadcom Inc2.40%2.56%0.16%
HALOHalozyme Therapeutics Inc3.50%0.01%3.49%
SQBlock Inc3.27%0.06%3.21%
EWEdwards Lifesciences Corp3.23%0.07%3.16%
INTCIntel Corporation2.41%0.50%1.91%
EQIXEquinix Inc. Real Estate Investment Trust2.70%0.14%2.56%
GHGuardant Health, Inc2.65%0.03%2.62%

You are not choosing between two funds in isolation.

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

FFLSVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FFLS or VTI?

FFLS has an expense ratio of 1.60% while VTI charges 0.03%. VTI is the cheaper option, by $157 a year on a $10,000 investment.

Which performed better, FFLS or VTI?

Over the past year FFLS returned -4.96% vs +16.08% 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, FFLS or VTI?

VTI has been the more volatile fund at 13.1% annualized versus 9.2% for FFLS. Worst drawdown: FFLS -11.1% vs VTI -19.3%.

Should I hold both FFLS and VTI?

FFLS and VTI have a monthly-return correlation of 0.70, 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 FFLS and VTI?

At least 18.4% of VTI's money is in holdings FFLS also owns. Our book for FFLS is partial, so the real figure is this or higher. They hold 46 positions in common, counted across the 53 positions we hold weights for in FFLS and 3,463 in VTI.

Which pays a higher dividend, FFLS or VTI?

FFLS yields 6.64% while VTI yields 1.03%, so FFLS currently pays the higher dividend yield.

Is VTI better than FFLS?

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.