FLJJ vs VTI

FLJJ 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

MetricFLJJVTIWinner
Expense Ratio0.74%0.03%
AUM$9M$666.9B
Dividend Yield0.00%1.07%
Holdings43,543
YTD Return+7.63%+14.82%
1Y Return+11.80%+22.43%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.34%
Volatility (annualized)6.2%15.4%
Max Drawdown-6.9%-56.6%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
InceptionJan 31, 2024May 24, 2001

FLJJ vs VTI Performance

AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) is a ETF from AllianzIM and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FLJJ returned +11.80% while VTI returned +22.43%. Year to date, FLJJ is up 7.63% versus a gain of 14.82% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 6.2% for FLJJ. 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 -6.9% for FLJJ 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLJJ charges 0.74% per year while VTI charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, FLJJ currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, FLJJ or VTI?

FLJJ has an expense ratio of 0.74% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, FLJJ or VTI?

Over the past year FLJJ returned +11.80% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), FLJJ annualized +13.22% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, FLJJ or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 6.2% for FLJJ. Worst drawdown: FLJJ -6.9% vs VTI -56.6%.

Should I hold both FLJJ and VTI?

FLJJ and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, FLJJ or VTI?

FLJJ yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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