FTGS vs VOO

FTGS vs VOO

Which is better, FTGS or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FTGS is less concentrated, with 22.0% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: FTGS

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

MetricFTGSVOO
Expense Ratio0.60%0.03%Best
AUM$1.3B$997.4B
Dividend Yield0.08%1.08%
Holdings102509
YTD Return+10.16%+13.81%Best
1Y Return+9.95%+21.53%Best
3Y Return (annualized)+16.97%+21.46%Best
5Y Return (annualized)-+12.87%
Volatility (annualized)14.4%12.9%Best
Max Drawdown-20.0%-18.7%Best
$10,000 over 3.9 years$19,566$21,517Best
Top 10 Weight22.0%Best36.4%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 25, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 26, 2022 to Sep 3, 2026 (3.9 years).

FTGS vs VOO 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 3.9 years both funds cover.

FTGS vs VOO Performance

First Trust Growth Strength ETF (FTGS) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year FTGS returned +9.95% while VOO returned +21.53%. Year to date, FTGS is up 10.16% versus a gain of 13.81% for VOO.

Over three years, FTGS compounded at +16.97% per year against +21.46% for VOO. Across the full 4-year window we track, VOO has the edge at +21.71% annualized vs +18.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTGS has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 12.9% for VOO. 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 -20.0% for FTGS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FTGS charges 0.60% per year while VOO 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, FTGS currently yields 0.08% against 1.08% for VOO.

Holdings Overlap

FTGS already in VOO94.4%
VOO already in FTGS25.5%

94.4% of FTGS's money is in holdings VOO also owns. 25.5% of VOO's money is in holdings FTGS also owns.

Most of FTGS is already inside VOO. Owning both mostly buys the same companies twice.

47 positions in common, counted across the 50 positions we hold weights for in FTGS and 505 in VOO, against full books of 102 and 509.

What only one of them owns

Our book lists 450 positions for VOO that do not appear in our book for FTGS (74.0% of the fund), and 3 for FTGS that do not appear in VOO (5.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FTGSWeight in VOODifference
NVDANvidia Corp.2.05%7.51%5.46%
MSFTMicrosoft Corp 4.100 Feb 06 372.35%4.30%1.95%
AVGOBroadcom Inc2.14%2.77%0.63%
METAMeta Platform Inc 1.73%1.92%0.19%
LLYEli Lilly & Co.1.88%1.47%0.41%
PLTRPalantir Technologies Inc2.27%0.42%1.85%
MAMastercard Inc1.99%0.64%1.35%
COSTCostco Wholesale Corp.1.90%0.64%1.26%
MRVLMarvell Technology Group Ltd.2.12%0.40%1.72%
NFLXNetflix, Inc.2.04%0.47%1.57%

94.4% of FTGS is already inside VOO.

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

FTGSVOO

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Frequently Asked Questions

Which is cheaper, FTGS or VOO?

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

Which performed better, FTGS or VOO?

Over the past year FTGS returned +9.95% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), FTGS annualized +18.78% vs +21.71% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTGS or VOO?

FTGS has been the more volatile fund at 14.4% annualized versus 12.9% for VOO. Worst drawdown: FTGS -20.0% vs VOO -18.7%.

Should I hold both FTGS and VOO?

FTGS and VOO have a monthly-return correlation of 0.91, 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 FTGS and VOO?

94.4% of FTGS's money is in holdings VOO also owns. 25.5% of VOO's is in holdings FTGS also owns. They hold 47 positions in common, counted across the 50 positions we hold weights for in FTGS and 505 in VOO.

Which pays a higher dividend, FTGS or VOO?

FTGS yields 0.08% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than FTGS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FTGS is less concentrated, with 22.0% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.