FLV vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: FLVMore Diversified: VTI

Side-by-Side Comparison

MetricFLVVTIWinner
Expense Ratio0.42%0.03%
AUM$364M$663.5B
Dividend Yield1.59%1.07%
Holdings503,543
YTD Return+16.00%+13.87%
1Y Return+23.40%+23.31%
3Y Return (annualized)+16.10%+21.17%
5Y Return (annualized)+10.12%+12.23%
Volatility (annualized)13.3%15.3%
Max Drawdown-15.1%-56.6%
Fund FamilyAmerican Century ETFsVanguard (US)
CategoryEquityEquity
InceptionMar 31, 2020May 24, 2001

FLV vs VTI Performance

American Century Focused Large Cap Value ETF (FLV) is a ETF from American Century ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FLV returned +23.40% while VTI returned +23.31%. Year to date, FLV is up 16.00% versus a gain of 13.87% for VTI.

Over three years, FLV compounded at +16.10% per year against +21.17% for VTI; over five years the annualized figures are +10.12% and +12.23% respectively. Across the full 6-year window we track, FLV has the edge at +16.03% annualized vs +8.13%. 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 13.3% for FLV. 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 -15.1% for FLV 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLV charges 0.42% per year while VTI charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, FLV currently yields 1.59% against 1.07% for VTI.

Holdings Overlap

18.7%overlap

FLV and VTI share 44 holdings out of 2791 unique holdings combined, representing a 18.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLVWeight in VTIDifference
AAPL2.58%5.84%3.26%
MSFT3.46%3.81%0.35%
AMZN3.07%3.17%0.10%
BRK.BProProPro
JPM:USProProPro
GOOGLProProPro
MMCProProPro
JNJProProPro
DUKProProPro
BDXProProPro
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Frequently Asked Questions

Which is cheaper, FLV or VTI?

FLV has an expense ratio of 0.42% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, FLV or VTI?

Over the past year FLV returned +23.40% vs +23.31% for VTI, so FLV leads on 1-year performance. Over the longest common window we track (6 years), FLV annualized +16.03% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, FLV or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 13.3% for FLV. Worst drawdown: FLV -15.1% vs VTI -56.6%.

Should I hold both FLV and VTI?

FLV and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLV and VTI?

FLV and VTI share 44 common holdings with a 18.7% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, FLV or VTI?

FLV yields 1.59% while VTI yields 1.07%, so FLV currently pays the higher dividend yield.

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