FSGS vs VTI

FSGS vs VTI

Which is better, FSGS or VTI?

Small Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricFSGSVTI
Expense Ratio0.60%0.03%Best
AUM$32M$666.9B
Dividend Yield0.03%1.03%
Holdings2023,543
YTD Return+7.62%+12.57%Best
1Y Return+3.08%+17.22%Best
3Y Return (annualized)+9.31%+20.87%Best
5Y Return (annualized)+4.62%+11.86%Best
Volatility (annualized)20.7%16.4%Best
Max Drawdown-45.0%-35.0%Best
$10,000 over 5 years$12,534$17,514Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJun 20, 2017May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 22, 2017 to Sep 11, 2026 (9.2 years).

FSGS 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 9.2 years both funds cover.

FSGS vs VTI Performance

First Trust SMID Growth Strength ETF (FSGS) is an ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FSGS returned +3.08% while VTI returned +17.22%. Year to date, FSGS is up 7.62% versus a gain of 12.57% for VTI.

Over three years, FSGS compounded at +9.31% per year against +20.87% for VTI; over five years the annualized figures are +4.62% and +11.86% respectively. Across the full 9-year window we track, VTI has the edge at +13.66% annualized vs +6.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSGS has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 16.4% for VTI. 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 -45.0% for FSGS 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSGS charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, FSGS currently yields 0.03% against 1.03% for VTI.

Holdings Overlap

FSGS already in VTI79.0%

At least 79.0% of FSGS's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% 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 FSGS is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 63 days apart, FSGS as of Sep 1, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

79 positions in common, counted across the 100 positions we hold weights for in FSGS and 2,787 in VTI, against full books of 202 and 3,543.

Top Shared Holdings

StockWeight in FSGSWeight in VTIDifference
PATHUipath Inc Ser A-1 Pc Pp1.46%0.00%1.46%
ANFAbercrombie & Fitch Co. Class A1.43%0.00%1.43%
VEEVVeeva Systems Inc1.39%0.04%1.35%
HALOHalozyme Therapeutics Inc1.30%0.01%1.29%
MANHManhattan Associates Inc1.30%0.01%1.29%
WHDCactus Inc1.23%0.00%1.23%
PCTYPaylocity Holding Corp1.21%0.00%1.21%
PTCPtc Inc1.19%0.02%1.17%
HLNEHamilton Lane Inc1.20%0.00%1.20%
DOCUDocusign Inc1.19%0.01%1.18%

79.0% of FSGS 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.

FSGSVTI

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Frequently Asked Questions

Which is cheaper, FSGS or VTI?

FSGS has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, FSGS or VTI?

Over the past year FSGS returned +3.08% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), FSGS annualized +6.67% vs +13.66% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FSGS or VTI?

FSGS has been the more volatile fund at 20.7% annualized versus 16.4% for VTI. Worst drawdown: FSGS -45.0% vs VTI -35.0%.

Should I hold both FSGS and VTI?

FSGS and VTI have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FSGS and VTI?

At least 79.0% of FSGS's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 79 positions in common, counted across the 100 positions we hold weights for in FSGS and 2,787 in VTI.

Which pays a higher dividend, FSGS or VTI?

FSGS yields 0.03% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than FSGS?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.