FTQI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFTQIVYMWinner
Expense Ratio0.76%0.04%
AUM$896M$79.0B
Dividend Yield11.00%2.86%
Holdings183568
YTD Return+14.01%+16.16%
1Y Return+22.32%+26.05%
3Y Return (annualized)+16.94%+18.43%
5Y Return (annualized)+11.73%+12.21%
Volatility (annualized)10.0%14.6%
Max Drawdown-20.4%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionJan 6, 2014Nov 10, 2006

FTQI vs VYM Performance

First Trust Nasdaq BuyWrite Income ETF (FTQI) 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 FTQI returned +22.32% while VYM returned +26.05%. Year to date, FTQI is up 14.01% versus a gain of 16.16% for VYM.

Over three years, FTQI compounded at +16.94% per year against +18.43% for VYM; over five years the annualized figures are +11.73% and +12.21% respectively. Across the full 13-year window we track, VYM has the edge at +7.09% annualized vs +5.16%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.0% for FTQI. 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 -20.4% for FTQI 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FTQI charges 0.76% per year while VYM charges 0.04%. On a $10,000 position that is $76 vs $4 annually, a gap of $72 per year that compounds over a long holding period. On income, FTQI currently yields 11.00% against 2.86% for VYM.

Holdings Overlap

15.1%overlap

FTQI and VYM share 43 holdings out of 690 unique holdings combined, representing a 15.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTQIWeight in VYMDifference
AVGO2.07%6.47%4.40%
WMT2.98%2.44%0.54%
CSCO3.28%1.39%1.89%
ABBVProProPro
XOMProProPro
JNJProProPro
CATProProPro
GILDProProPro
AMGNProProPro
TXNProProPro
FundXLS Pro
See all 10 holdings FTQI shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, FTQI or VYM?

FTQI has an expense ratio of 0.76% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, FTQI or VYM?

Over the past year FTQI returned +22.32% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), FTQI annualized +5.16% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, FTQI or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 10.0% for FTQI. Worst drawdown: FTQI -20.4% vs VYM -58.8%.

Should I hold both FTQI and VYM?

FTQI and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTQI and VYM?

FTQI and VYM share 43 common holdings with a 15.1% weight overlap. Combined, they hold 690 unique securities.

Which pays a higher dividend, FTQI or VYM?

FTQI yields 11.00% while VYM yields 2.86%, so FTQI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.