FYLD vs VTI

FYLD vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: FYLDMore Diversified: VTI

Side-by-Side Comparison

MetricFYLDVTIWinner
Expense Ratio0.59%0.03%
AUM$702M$666.9B
Dividend Yield3.30%1.07%
Holdings1103,543
YTD Return+23.75%+13.14%
1Y Return+35.18%+22.35%
3Y Return (annualized)+24.30%+21.83%
5Y Return (annualized)+13.70%+12.01%
Volatility (annualized)16.2%15.3%
Max Drawdown-44.5%-56.6%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 2, 2013May 24, 2001

FYLD vs VTI Performance

Cambria Foreign Shareholder Yield ETF (FYLD) is a ETF from Cambria Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year FYLD returned +35.18% while VTI returned +22.35%. Year to date, FYLD is up 23.75% versus a gain of 13.14% for VTI.

Over three years, FYLD compounded at +24.30% per year against +21.83% for VTI; over five years the annualized figures are +13.70% and +12.01% respectively. Across the full 13-year window we track, FYLD has the edge at +8.50% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FYLD has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -44.5% for FYLD 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FYLD charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, FYLD currently yields 3.30% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

FYLD and VTI share 0 holdings out of 2889 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FYLD or VTI?

FYLD has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, FYLD or VTI?

Over the past year FYLD returned +35.18% vs +22.35% for VTI, so FYLD leads on 1-year performance. Over the longest common window we track (13 years), FYLD annualized +8.50% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, FYLD or VTI?

FYLD has been the more volatile fund at 16.2% annualized versus 15.3% for VTI. Worst drawdown: FYLD -44.5% vs VTI -56.6%.

Should I hold both FYLD and VTI?

FYLD and VTI have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FYLD and VTI?

FYLD and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2889 unique securities.

Which pays a higher dividend, FYLD or VTI?

FYLD yields 3.30% while VTI yields 1.07%, so FYLD currently pays the higher dividend yield.

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