FLCC vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricFLCCVTIWinner
Expense Ratio0.29%0.03%
AUM$118M$663.5B
Dividend Yield0.47%1.07%
Holdings1563,543
YTD Return+14.27%+14.16%
1Y Return+20.37%+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)12.8%15.3%
Max Drawdown-19.2%-56.6%
Fund FamilyFederated HermesVanguard (US)
CategoryEquityEquity
InceptionJul 30, 2024May 24, 2001

FLCC vs VTI Performance

Federated Hermes MDT Large Cap Core ETF (FLCC) is a ETF from Federated Hermes and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FLCC returned +20.37% while VTI returned +23.62%. Year to date, FLCC is up 14.27% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% for FLCC. 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 -19.2% for FLCC 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLCC charges 0.29% per year while VTI charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, FLCC currently yields 0.47% against 1.07% for VTI.

Holdings Overlap

42.9%overlap

FLCC and VTI share 143 holdings out of 2794 unique holdings combined, representing a 42.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLCCWeight in VTIDifference
AAPL7.64%5.84%1.80%
NVDA7.06%6.32%0.74%
GOOG5.82%2.27%3.55%
AMZNProProPro
MSFTProProPro
AVGOProProPro
METAProProPro
MUProProPro
GEVProProPro
ABBVProProPro
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Frequently Asked Questions

Which is cheaper, FLCC or VTI?

FLCC has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, FLCC or VTI?

Over the past year FLCC returned +20.37% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), FLCC annualized +20.61% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, FLCC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 12.8% for FLCC. Worst drawdown: FLCC -19.2% vs VTI -56.6%.

Should I hold both FLCC and VTI?

FLCC and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FLCC and VTI?

FLCC and VTI share 143 common holdings with a 42.9% weight overlap. Combined, they hold 2794 unique securities.

Which pays a higher dividend, FLCC or VTI?

FLCC yields 0.47% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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