FTHF vs VOO

FTHF vs VOO

Which is better, FTHF or VOO?

FTHF has been ahead.

VOO has a lower expense ratio. FTHF led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 52.7%.

Lower Fees: VOOHigher Returns: FTHFLess Concentrated: VOO

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

MetricFTHFVOO
Expense Ratio0.75%0.03%Best
AUM$127M$997.4B
Dividend Yield3.28%1.08%
Holdings105509
YTD Return+48.96%Best+13.37%
1Y Return+92.79%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)22.7%12.4%Best
Max Drawdown-21.1%-18.7%Best
$10,000 over 2.8 years$27,069Best$18,901
Top 10 Weight52.7%36.4%Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 30, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Oct 31, 2023 to Sep 4, 2026 (2.8 years).

FTHF 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 2.8 years both funds cover.

FTHF vs VOO Performance

First Trust Emerging Markets Human Flourishing ETF (FTHF) 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 FTHF returned +92.79% while VOO returned +20.08%. Year to date, FTHF is up 48.96% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTHF has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 12.4% 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 -21.1% for FTHF 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 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTHF charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, FTHF currently yields 3.28% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 99 holdings in FTHF and 505 in VOO, totalling 99.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 99 positions we hold weights for in FTHF and 505 in VOO, against full books of 105 and 509.

What only one of them owns

Our book lists 497 positions for VOO that do not appear in our book for FTHF (99.5% of the fund), and 3 for FTHF that do not appear in VOO (11.5%).

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.

You are not choosing between two funds in isolation.

Whichever of FTHF and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FTHFVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTHF or VOO?

FTHF has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, FTHF or VOO?

Over the past year FTHF returned +92.79% vs +20.08% for VOO, so FTHF leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTHF or VOO?

FTHF has been the more volatile fund at 22.7% annualized versus 12.4% for VOO. Worst drawdown: FTHF -21.1% vs VOO -18.7%.

Should I hold both FTHF and VOO?

FTHF and VOO have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FTHF or VOO?

FTHF yields 3.28% while VOO yields 1.08%, so FTHF currently pays the higher dividend yield.

Is VOO better than FTHF?

VOO has a lower expense ratio. FTHF led over 1Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.