NFRX vs VTI

NFRX vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricNFRXVTIWinner
Expense Ratio0.80%0.03%
AUM$115M$666.9B
Dividend Yield-1.07%
Holdings433,543
YTD Return+6.25%+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-7.3%-56.6%
Fund FamilyHarrison Street Private Wealth LLCVanguard (US)
CategoryEquityEquity
InceptionJan 29, 2026May 24, 2001

NFRX vs VTI Performance

Harrison Street Infrastructure Active ETF (NFRX) is a ETF from Harrison Street Private Wealth LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, NFRX is up 6.25% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.3% for NFRX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NFRX charges 0.80% per year while VTI charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period.

Holdings Overlap

1.6%overlap

NFRX and VTI share 18 holdings out of 2803 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NFRXWeight in VTIDifference
UNP6.15%0.22%5.93%
WMB4.78%0.12%4.66%
ATO4.36%0.04%4.32%
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Frequently Asked Questions

Which is cheaper, NFRX or VTI?

NFRX has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

What is the holdings overlap between NFRX and VTI?

NFRX and VTI share 18 common holdings with a 1.6% weight overlap. Combined, they hold 2803 unique securities.

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