FIIG vs VTI

FIIG vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFIIGVTIWinner
Expense Ratio0.49%0.03%
AUM$646M$666.9B
Dividend Yield5.05%1.07%
Holdings2353,543
YTD Return-0.32%+13.67%
1Y Return+1.99%+22.17%
3Y Return (annualized)+5.87%+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)6.2%15.3%
Max Drawdown-5.5%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionAug 2, 2023May 24, 2001

FIIG vs VTI Performance

First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) 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 FIIG returned +1.99% while VTI returned +22.17%. Year to date, FIIG is down 0.32% versus a gain of 13.67% for VTI.

Over three years, FIIG compounded at +5.87% per year against +21.93% for VTI. Across the full 3-year window we track, VTI has the edge at +8.11% annualized vs +5.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 6.2% for FIIG. 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 -5.5% for FIIG 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FIIG charges 0.49% per year while VTI charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, FIIG currently yields 5.05% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

FIIG and VTI share 1 holdings out of 2946 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FIIGWeight in VTIDifference
AON0.29%0.09%0.20%

Frequently Asked Questions

Which is cheaper, FIIG or VTI?

FIIG has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, FIIG or VTI?

Over the past year FIIG returned +1.99% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), FIIG annualized +5.49% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, FIIG or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 6.2% for FIIG. Worst drawdown: FIIG -5.5% vs VTI -56.6%.

Should I hold both FIIG and VTI?

FIIG and VTI have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FIIG and VTI?

FIIG and VTI share 1 common holdings with a 0.1% weight overlap. Combined, they hold 2946 unique securities.

Which pays a higher dividend, FIIG or VTI?

FIIG yields 5.05% while VTI yields 1.07%, so FIIG currently pays the higher dividend yield.

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