NTRL vs VTI

NTRL 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

MetricNTRLVTIWinner
Expense Ratio0.95%0.03%
AUM$16M$666.9B
Dividend Yield2.92%1.07%
Holdings243,543
YTD Return-10.93%+13.67%
1Y Return-10.82%+22.17%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.51%
Volatility (annualized)-15.3%
Max Drawdown-25.2%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionFeb 4, 2020May 24, 2001

NTRL vs VTI Performance

First Trust Equity Market Neutral ETF (NTRL) is a ETF from First Trust Portfolios (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NTRL returned -10.82% while VTI returned +22.17%. Year to date, NTRL is down 10.93% versus a gain of 13.67% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -25.2% for NTRL 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

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 2.92% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

NTRL 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, NTRL or VTI?

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

Which performed better, NTRL or VTI?

Over the past year NTRL returned -10.82% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), NTRL annualized -11.21% vs +8.11% for VTI. Past performance does not guarantee future results.

What is the holdings overlap between NTRL and VTI?

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

Which pays a higher dividend, NTRL or VTI?

NTRL yields 2.92% while VTI yields 1.07%, so NTRL currently pays the higher dividend yield.

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