HFMF vs VTI

HFMF vs VTI
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Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricHFMFVTIWinner
Expense Ratio0.97%0.03%
AUM$23M$666.9B
Dividend Yield2.88%1.07%
Holdings133,543
YTD Return+3.18%+13.14%
1Y Return+10.11%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)11.7%15.3%
Max Drawdown-15.1%-56.6%
Fund FamilyUnlimited FundsVanguard (US)
CategoryAlternativeEquity
InceptionJul 14, 2025May 24, 2001

HFMF vs VTI Performance

Unlimited HFMF Managed Futures ETF (HFMF) is a ETF from Unlimited Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HFMF returned +10.11% while VTI returned +22.35%. Year to date, HFMF is up 3.18% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.7% for HFMF. 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 -15.1% for HFMF 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HFMF charges 0.97% per year while VTI charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, HFMF currently yields 2.88% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

HFMF and VTI share 0 holdings out of 2788 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, HFMF or VTI?

HFMF has an expense ratio of 0.97% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, HFMF or VTI?

Over the past year HFMF returned +10.11% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), HFMF annualized +9.37% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, HFMF or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 11.7% for HFMF. Worst drawdown: HFMF -15.1% vs VTI -56.6%.

Should I hold both HFMF and VTI?

HFMF and VTI have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HFMF and VTI?

HFMF and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, HFMF or VTI?

HFMF yields 2.88% while VTI yields 1.07%, so HFMF currently pays the higher dividend yield.

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