IMFL vs VTI

Quick Verdict

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

Lower Fees: VTIHigher Returns: IMFLMore Diversified: VTI

Side-by-Side Comparison

MetricIMFLVTIWinner
Expense Ratio0.34%0.03%
AUM$1.0B$663.5B
Dividend Yield2.89%1.07%
Holdings8873,543
YTD Return+15.58%+14.22%
1Y Return+27.16%+22.19%
3Y Return (annualized)+16.30%+21.27%
5Y Return (annualized)+8.38%+12.23%
Volatility (annualized)15.9%15.3%
Max Drawdown-33.3%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 24, 2021May 24, 2001

IMFL vs VTI Performance

Invesco International Developed Dynamic Multifactor ETF (IMFL) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IMFL returned +27.16% while VTI returned +22.19%. Year to date, IMFL is up 15.58% versus a gain of 14.22% for VTI.

Over three years, IMFL compounded at +16.30% per year against +21.27% for VTI; over five years the annualized figures are +8.38% and +12.23% respectively. Across the full 6-year window we track, IMFL has the edge at +9.27% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IMFL has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -33.3% for IMFL 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IMFL charges 0.34% per year while VTI charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, IMFL currently yields 2.89% against 1.07% for VTI.

Holdings Overlap

0.1%overlap

IMFL and VTI share 6 holdings out of 3629 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IMFLWeight in VTIDifference
WCN:CA0.16%0.06%0.10%
MTX:SG0.19%0.00%0.19%
SUNB0.04%0.04%0.00%
SGP:AUProProPro
RBA:CAProProPro
FBKProProPro
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Frequently Asked Questions

Which is cheaper, IMFL or VTI?

IMFL has an expense ratio of 0.34% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, IMFL or VTI?

Over the past year IMFL returned +27.16% vs +22.19% for VTI, so IMFL leads on 1-year performance. Over the longest common window we track (6 years), IMFL annualized +9.27% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, IMFL or VTI?

IMFL has been the more volatile fund at 15.9% annualized versus 15.3% for VTI. Worst drawdown: IMFL -33.3% vs VTI -56.6%.

Should I hold both IMFL and VTI?

IMFL and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IMFL and VTI?

IMFL and VTI share 6 common holdings with a 0.1% weight overlap. Combined, they hold 3629 unique securities.

Which pays a higher dividend, IMFL or VTI?

IMFL yields 2.89% while VTI yields 1.07%, so IMFL currently pays the higher dividend yield.

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