FLCV vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: FLCVMore Diversified: VTI

Side-by-Side Comparison

MetricFLCVVTIWinner
Expense Ratio0.32%0.03%
AUM$127M$663.5B
Dividend Yield0.72%1.07%
Holdings1273,543
YTD Return+20.86%+13.87%
1Y Return+29.02%+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)11.4%15.3%
Max Drawdown-15.9%-56.6%
Fund FamilyFederated HermesVanguard (US)
CategoryEquityEquity
InceptionJul 30, 2024May 24, 2001

FLCV vs VTI Performance

Federated Hermes MDT Large Cap Value ETF (FLCV) is a ETF from Federated Hermes and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FLCV returned +29.02% while VTI returned +23.31%. Year to date, FLCV is up 20.86% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.4% for FLCV. 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 -15.9% for FLCV 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLCV charges 0.32% per year while VTI charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, FLCV currently yields 0.72% against 1.07% for VTI.

Holdings Overlap

24.6%overlap

FLCV and VTI share 124 holdings out of 2788 unique holdings combined, representing a 24.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLCVWeight in VTIDifference
GOOG4.97%2.27%2.70%
AMZN2.59%3.17%0.58%
MU3.76%1.79%1.97%
JPM:USProProPro
TRVProProPro
CSCOProProPro
JNJProProPro
METAProProPro
FISVProProPro
WMTProProPro
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Frequently Asked Questions

Which is cheaper, FLCV or VTI?

FLCV has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, FLCV or VTI?

Over the past year FLCV returned +29.02% vs +23.31% for VTI, so FLCV leads on 1-year performance. Over the longest common window we track (2 years), FLCV annualized +21.91% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, FLCV or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 11.4% for FLCV. Worst drawdown: FLCV -15.9% vs VTI -56.6%.

Should I hold both FLCV and VTI?

FLCV and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLCV and VTI?

FLCV and VTI share 124 common holdings with a 24.6% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, FLCV or VTI?

FLCV yields 0.72% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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