FTIF vs VYM
First Trust Bloomberg Inflation Sensitive Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. FTIF delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | FTIF | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $6M | $81.6B | |
| Dividend Yield | 1.08% | 2.24% | |
| Holdings | 50 | 616 | |
| YTD Return | +27.04% | +15.84% | |
| 1Y Return | +38.71% | +23.95% | |
| 3Y Return (annualized) | +13.01% | +19.02% | |
| 5Y Return (annualized) | - | +12.19% | |
| Volatility (annualized) | 15.6% | 14.6% | |
| Max Drawdown | -27.8% | -58.8% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2023 | Nov 10, 2006 |
FTIF vs VYM Performance
First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FTIF returned +38.71% while VYM returned +23.95%. Year to date, FTIF is up 27.04% versus a gain of 15.84% for VYM.
Over three years, FTIF compounded at +13.01% per year against +19.02% for VYM. Across the full 3-year window we track, FTIF has the edge at +14.24% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FTIF has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FTIF charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, FTIF currently yields 1.08% against 2.24% for VYM.
Holdings Overlap
FTIF and VYM share 34 holdings out of 619 unique holdings combined, representing a 9.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FTIF or VYM?
FTIF has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, FTIF or VYM?
Over the past year FTIF returned +38.71% vs +23.95% for VYM, so FTIF leads on 1-year performance. Over the longest common window we track (3 years), FTIF annualized +14.24% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, FTIF or VYM?
FTIF has been the more volatile fund at 15.6% annualized versus 14.6% for VYM. Worst drawdown: FTIF -27.8% vs VYM -58.8%.
Should I hold both FTIF and VYM?
FTIF and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FTIF and VYM?
FTIF and VYM share 34 common holdings with a 9.3% weight overlap. Combined, they hold 619 unique securities.
Which pays a higher dividend, FTIF or VYM?
FTIF yields 1.08% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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