Quick Verdict

VTI has a lower expense ratio. GRID delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: GRIDMore Diversified: VTI

Side-by-Side Comparison

MetricGRIDVTIWinner
Expense Ratio0.56%0.03%
AUM$11.4B$663.5B
Dividend Yield0.78%1.07%
Holdings1293,543
YTD Return+20.20%+14.20%
1Y Return+31.62%+24.16%
3Y Return (annualized)+23.94%+21.12%
5Y Return (annualized)+15.02%+12.37%
Volatility (annualized)20.4%15.3%
Max Drawdown-40.5%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 16, 2009May 24, 2001

GRID vs VTI Performance

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) is a ETF from First Trust Portfolios (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GRID returned +31.62% while VTI returned +24.16%. Year to date, GRID is up 20.20% versus a gain of 14.20% for VTI.

Over three years, GRID compounded at +23.94% per year against +21.12% for VTI; over five years the annualized figures are +15.02% and +12.37% respectively. Across the full 17-year window we track, GRID has the edge at +11.91% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRID has been the more volatile fund, with annualized monthly volatility of 20.4% 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 -40.5% for GRID 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GRID charges 0.56% per year while VTI charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, GRID currently yields 0.78% against 1.07% for VTI.

Holdings Overlap

7.3%overlap

GRID and VTI share 31 holdings out of 2872 unique holdings combined, representing a 7.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GRIDWeight in VTIDifference
ETN8.30%0.23%8.07%
NVDA2.12%6.32%4.20%
JCI7.97%0.12%7.85%
PWRProProPro
TSLAProProPro
HUBBProProPro
CSCOProProPro
ORCLProProPro
APTVProProPro
GEVProProPro
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Frequently Asked Questions

Which is cheaper, GRID or VTI?

GRID has an expense ratio of 0.56% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, GRID or VTI?

Over the past year GRID returned +31.62% vs +24.16% for VTI, so GRID leads on 1-year performance. Over the longest common window we track (17 years), GRID annualized +11.91% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, GRID or VTI?

GRID has been the more volatile fund at 20.4% annualized versus 15.3% for VTI. Worst drawdown: GRID -40.5% vs VTI -56.6%.

Should I hold both GRID and VTI?

GRID and VTI have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GRID and VTI?

GRID and VTI share 31 common holdings with a 7.3% weight overlap. Combined, they hold 2872 unique securities.

Which pays a higher dividend, GRID or VTI?

GRID yields 0.78% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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