FTIF vs VTI

FTIF vs VTI
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Quick Verdict

VTI has a lower expense ratio. FTIF delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: FTIFMore Diversified: VTI

Side-by-Side Comparison

MetricFTIFVTIWinner
Expense Ratio0.60%0.03%
AUM$6M$666.9B
Dividend Yield1.08%1.07%
Holdings503,543
YTD Return+28.74%+13.67%
1Y Return+40.38%+22.17%
3Y Return (annualized)+13.52%+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)15.7%15.3%
Max Drawdown-27.8%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 13, 2023May 24, 2001

FTIF vs VTI Performance

First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) is a ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FTIF returned +40.38% while VTI returned +22.17%. Year to date, FTIF is up 28.74% versus a gain of 13.67% for VTI.

Over three years, FTIF compounded at +13.52% per year against +21.93% for VTI. Across the full 3-year window we track, FTIF has the edge at +14.66% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTIF has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.3% 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 -27.8% for FTIF 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTIF 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, FTIF currently yields 1.08% against 1.07% for VTI.

Holdings Overlap

3.9%overlap

FTIF and VTI share 40 holdings out of 2797 unique holdings combined, representing a 3.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTIFWeight in VTIDifference
XOM2.09%0.78%1.31%
RTX2.21%0.35%1.86%
CVX2.12%0.43%1.69%
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Frequently Asked Questions

Which is cheaper, FTIF or VTI?

FTIF has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, FTIF or VTI?

Over the past year FTIF returned +40.38% vs +22.17% for VTI, so FTIF leads on 1-year performance. Over the longest common window we track (3 years), FTIF annualized +14.66% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, FTIF or VTI?

FTIF has been the more volatile fund at 15.7% annualized versus 15.3% for VTI. Worst drawdown: FTIF -27.8% vs VTI -56.6%.

Should I hold both FTIF and VTI?

FTIF and VTI have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTIF and VTI?

FTIF and VTI share 40 common holdings with a 3.9% weight overlap. Combined, they hold 2797 unique securities.

Which pays a higher dividend, FTIF or VTI?

FTIF yields 1.08% while VTI yields 1.07%, so FTIF currently pays the higher dividend yield.

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