LEGR vs VTI
First Trust Indxx Innovative Transaction & Process ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, LEGR or VTI?
Multi Alternative against Large Cap Blend.
VTI has a lower expense ratio. LEGR led over 1Y and 3Y, VTI over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. LEGR is less concentrated, with 20.1% of the fund in its ten largest positions against 33.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LEGR | VTI |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $128M | $690.1B |
| Dividend Yield | 1.75% | 1.03% |
| Holdings | 228 | 3,524 |
| YTD Return | +9.29% | +13.35%Best |
| 1Y Return | +16.51%Best | +15.92% |
| 3Y Return (annualized) | +24.39%Best | +23.41% |
| 5Y Return (annualized) | +11.80% | +12.83%Best |
| Volatility (annualized) | 16.9% | 16.8%Best |
| Max Drawdown | -36.1% | -35.0%Best |
| $10,000 over 5 years | $17,467 | $18,286Best |
| Top 10 Weight | 20.1%Best | 33.3% |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Jan 25, 2018 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jan 25, 2018 to Oct 2, 2026 (8.7 years).
LEGR vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.7 years both funds cover.
LEGR vs VTI Performance
First Trust Indxx Innovative Transaction & Process ETF (LEGR) is an ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LEGR returned +16.51% while VTI returned +15.92%. Year to date, LEGR is up 9.29% versus a gain of 13.35% for VTI.
Over three years, LEGR compounded at +24.39% per year against +23.41% for VTI; over five years the annualized figures are +11.80% and +12.83% respectively. Across the full 9-year window we track, VTI has the edge at +12.65% annualized vs +10.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LEGR has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.8% 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 -36.1% for LEGR and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LEGR charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, LEGR currently yields 1.75% against 1.03% for VTI.
Holdings Overlap
43.1% of LEGR's money is in holdings VTI also owns. 28.5% of VTI's money is in holdings LEGR also owns.
The two portfolios partly overlap.
The two holdings books were reported 46 days apart, LEGR as of Sep 15, 2026 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
41 positions in common, counted across the 104 positions we hold weights for in LEGR and 3,463 in VTI, against full books of 228 and 3,524.
What only one of them owns
Our book lists 1,109 positions for VTI that do not appear in our book for LEGR (68.9% of the fund), and 6 for LEGR that do not appear in VTI (6.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LEGR | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.44% | 6.40% | 4.96% |
| MSFTMicrosoft Corp | 1.48% | 4.79% | 3.31% |
| AMZNAmazon.Com Inc | 1.46% | 3.65% | 2.19% |
| MUMicron Technology, Inc. | 2.92% | 1.29% | 1.63% |
| AMDAdvanced Micro Devices Inc | 3.08% | 1.08% | 2.00% |
| INTCIntel Corporation | 2.68% | 0.50% | 2.18% |
| JPMJpmorgan Chase | 0.85% | 1.31% | 0.46% |
| MSMorgan Stanley | 1.67% | 0.35% | 1.32% |
| MAMastercard Inc | 1.38% | 0.63% | 0.75% |
| TSLATesla Inc | 0.63% | 1.22% | 0.59% |
43.1% of LEGR is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LEGR or VTI?
LEGR has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, LEGR or VTI?
Over the past year LEGR returned +16.51% vs +15.92% for VTI, so LEGR leads on 1-year performance. Over the longest common window we track (9 years), LEGR annualized +10.95% vs +12.65% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LEGR or VTI?
LEGR has been the more volatile fund at 16.9% annualized versus 16.8% for VTI. Worst drawdown: LEGR -36.1% vs VTI -35.0%.
Should I hold both LEGR and VTI?
LEGR and VTI have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LEGR and VTI?
43.1% of LEGR's money is in holdings VTI also owns. 28.5% of VTI's is in holdings LEGR also owns. They hold 41 positions in common, counted across the 104 positions we hold weights for in LEGR and 3,463 in VTI.
Which pays a higher dividend, LEGR or VTI?
LEGR yields 1.75% while VTI yields 1.03%, so LEGR currently pays the higher dividend yield.
Is VTI better than LEGR?
VTI has a lower expense ratio. LEGR led over 1Y and 3Y, VTI over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. LEGR is less concentrated, with 20.1% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.