FLQL vs VTI

FLQL vs VTI

Which is better, FLQL or VTI?

Nearly the same fund. VTI costs less.

VTI has a lower expense ratio. FLQL led over 3Y, 5Y and the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: VTIHigher Returns: split

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

MetricFLQLVTI
Expense Ratio0.15%0.03%Best
AUM$2.1B$666.9B
Dividend Yield1.04%1.07%
Holdings2203,543
YTD Return+13.45%+13.95%Best
1Y Return+19.97%+21.44%Best
3Y Return (annualized)+21.55%Best+21.10%
5Y Return (annualized)+13.39%Best+11.77%
Volatility (annualized)15.0%Best16.2%
Max Drawdown-33.6%Best-35.0%
$10,000 over 5 years$18,744Best$17,443
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 26, 2017May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 28, 2017 to Sep 3, 2026 (9.3 years).

FLQL 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 9.3 years both funds cover.

FLQL vs VTI Performance

Franklin US Large Cap Multifactor Index ETF (FLQL) is an ETF from Franklin Templeton Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FLQL returned +19.97% while VTI returned +21.44%. Year to date, FLQL is up 13.45% versus a gain of 13.95% for VTI.

Over three years, FLQL compounded at +21.55% per year against +21.10% for VTI; over five years the annualized figures are +13.39% and +11.77% respectively. Across the full 9-year window we track, FLQL has the edge at +14.68% annualized vs +13.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.0% for FLQL. 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 -33.6% for FLQL and -35.0% 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FLQL charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, FLQL currently yields 1.04% against 1.07% for VTI.

Holdings Overlap

FLQL already in VTI95.2%

At least 95.2% of FLQL's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of FLQL is already inside VTI. Owning both mostly buys the same companies twice.

176 positions in common, counted across the 215 positions we hold weights for in FLQL and 2,787 in VTI, against full books of 220 and 3,543.

Top Shared Holdings

StockWeight in FLQLWeight in VTIDifference
NVDANvidia Corp.7.04%6.32%0.72%
AAPLApple, Inc7.27%5.84%1.43%
MSFTMicrosoft Corp 4.100 Feb 06 374.99%3.81%1.18%
GOOGLAlphabet Inc.Class A3.94%2.88%1.06%
AMZNAmazon.Com Inc3.53%3.17%0.36%
GOOGAlphabet Inc. C3.18%2.27%0.91%
AVGOBroadcom Inc2.71%2.46%0.25%
METAMeta Platform Inc 1.88%1.70%0.18%
XOMExxon Mobil Corp.1.91%0.78%1.13%
JNJJohnson & Johnson - Common1.85%0.84%1.01%

95.2% of FLQL is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FLQLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLQL or VTI?

FLQL has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, FLQL or VTI?

Over the past year FLQL returned +19.97% vs +21.44% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), FLQL annualized +14.68% vs +13.82% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLQL or VTI?

VTI has been the more volatile fund at 16.2% annualized versus 15.0% for FLQL. Worst drawdown: FLQL -33.6% vs VTI -35.0%.

Should I hold both FLQL and VTI?

FLQL and VTI have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FLQL and VTI?

At least 95.2% of FLQL's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 176 positions in common, counted across the 215 positions we hold weights for in FLQL and 2,787 in VTI.

Which pays a higher dividend, FLQL or VTI?

FLQL yields 1.04% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than FLQL?

VTI has a lower expense ratio. FLQL led over 3Y, 5Y and the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.