HFEQ vs VTI
Unlimited HFEQ Equity Long/Short ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. HFEQ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | HFEQ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.03% | |
| AUM | $19M | $666.9B | |
| Dividend Yield | 9.30% | 1.07% | |
| Holdings | 22 | 3,543 | |
| YTD Return | +16.15% | +13.14% | |
| 1Y Return | +31.11% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 16.1% | 15.3% | |
| Max Drawdown | -12.5% | -56.6% | |
| Fund Family | Unlimited Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 14, 2025 | May 24, 2001 |
HFEQ vs VTI Performance
Unlimited HFEQ Equity Long/Short ETF (HFEQ) is a ETF from Unlimited Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HFEQ returned +31.11% while VTI returned +22.35%. Year to date, HFEQ is up 16.15% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
HFEQ has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -12.5% for HFEQ 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HFEQ charges 0.96% per year while VTI charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, HFEQ currently yields 9.30% against 1.07% for VTI.
Holdings Overlap
HFEQ and VTI share 0 holdings out of 2798 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, HFEQ or VTI?
HFEQ has an expense ratio of 0.96% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, HFEQ or VTI?
Over the past year HFEQ returned +31.11% vs +22.35% for VTI, so HFEQ leads on 1-year performance. Over the longest common window we track (1 years), HFEQ annualized +31.64% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, HFEQ or VTI?
HFEQ has been the more volatile fund at 16.1% annualized versus 15.3% for VTI. Worst drawdown: HFEQ -12.5% vs VTI -56.6%.
Should I hold both HFEQ and VTI?
HFEQ and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HFEQ and VTI?
HFEQ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2798 unique securities.
Which pays a higher dividend, HFEQ or VTI?
HFEQ yields 9.30% while VTI yields 1.07%, so HFEQ currently pays the higher dividend yield.
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