NTRL vs VTI

NTRL vs VTI

Which is better, NTRL or VTI?

Market Neutral Strategy against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricNTRLVTI
Expense Ratio0.95%0.03%Best
AUM$15M$666.9B
Dividend Yield2.88%1.03%
Holdings243,543
Volatility (annualized)-13.2%
Max Drawdown-25.2%-10.7%Best
$10,000 over 1.4 years$8,467$13,896Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleMarket Neutral StrategyLarge Cap Blend
InceptionFeb 4, 2020May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 693 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NTRL has data through Nov 1, 2024 and VTI through Sep 25, 2026.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 25, 2023 to Nov 1, 2024 (1.4 years).

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -25.2% for NTRL and -10.7% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

NTRL charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, NTRL currently yields 2.88% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 2 holdings in NTRL and 3,463 in VTI, totalling 0.0% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in NTRL and 3,463 in VTI, against full books of 24 and 3,543.

You are not choosing between two funds in isolation.

Whichever of NTRL and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NTRLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NTRL or VTI?

NTRL has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option, by $92 a year on a $10,000 investment.

Which pays a higher dividend, NTRL or VTI?

NTRL yields 2.88% while VTI yields 1.03%, so NTRL currently pays the higher dividend yield.

Is VTI better than NTRL?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.