FTKI vs VOO

FTKI vs VOO

Which is better, FTKI or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. FTKI is less concentrated, with 20.2% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: FTKI

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

MetricFTKIVOO
Expense Ratio0.86%0.03%Best
AUM$26M$997.4B
Dividend Yield12.39%1.08%
Holdings300509
YTD Return+14.59%Best+13.37%
1Y Return+19.31%+20.08%Best
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)10.1%Best13.1%
Max Drawdown-15.2%Best-16.1%
$10,000 over 1.5 years$12,020$13,360Best
Top 10 Weight20.2%Best36.4%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionFeb 26, 2025Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Feb 27, 2025 to Sep 4, 2026 (1.5 years).

FTKI 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 1.5 years both funds cover.

FTKI vs VOO Performance

First Trust Small Cap BuyWrite Income ETF (FTKI) 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 FTKI returned +19.31% while VOO returned +20.08%. Year to date, FTKI is up 14.59% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 10.1% for FTKI. 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 -15.2% for FTKI and -16.1% 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 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTKI charges 0.86% per year while VOO charges 0.03%. On a $10,000 position that is $86 vs $3 annually, a gap of $83 per year that compounds over a long holding period. On income, FTKI currently yields 12.39% against 1.08% for VOO.

Holdings Overlap

FTKI already in VOO0.1%
VOO already in FTKI0.1%

0.1% of FTKI's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings FTKI also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 144 positions we hold weights for in FTKI and 505 in VOO, against full books of 300 and 509.

What only one of them owns

Our book lists 496 positions for VOO that do not appear in our book for FTKI (99.4% of the fund), and 120 for FTKI that do not appear in VOO (86.1%).

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 FTKIWeight in VOODifference
CASYCaseys General0.15%0.05%0.10%

You are not choosing between two funds in isolation.

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

FTKIVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTKI or VOO?

FTKI has an expense ratio of 0.86% while VOO charges 0.03%. VOO is the cheaper option, by $83 a year on a $10,000 investment.

Which performed better, FTKI or VOO?

Over the past year FTKI returned +19.31% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), FTKI annualized +13.05% vs +21.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTKI or VOO?

VOO has been the more volatile fund at 13.1% annualized versus 10.1% for FTKI. Worst drawdown: FTKI -15.2% vs VOO -16.1%.

Should I hold both FTKI and VOO?

FTKI and VOO have a monthly-return correlation of 0.40, 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, FTKI or VOO?

FTKI yields 12.39% while VOO yields 1.08%, so FTKI currently pays the higher dividend yield.

Is VOO better than FTKI?

VOO has a lower expense ratio. VOO led over 1Y and the full window. FTKI is less concentrated, with 20.2% 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.