QFLR vs VTI

QFLR vs VTI

Which is better, QFLR or VTI?

Option Writing against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 52.9%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: 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

MetricQFLRVTI
Expense Ratio0.89%0.03%Best
AUM$502M$666.9B
Dividend Yield0.00%1.03%
Holdings963,543
YTD Return+2.28%+12.08%Best
1Y Return+7.22%+16.31%Best
3Y Return (annualized)-+20.83%
5Y Return (annualized)-+11.89%
Volatility (annualized)10.3%Best12.3%
Max Drawdown-14.0%Best-19.3%
$10,000 over 2.6 years$13,918$15,853Best
Top 10 Weight52.9%33.3%Best
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionJan 22, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 14, 2026 (2.6 years).

QFLR 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 2.6 years both funds cover.

QFLR vs VTI Performance

Innovator Nasdaq-100 Managed Floor ETF (QFLR) is an ETF from Innovator ETFs Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year QFLR returned +7.22% while VTI returned +16.31%. Year to date, QFLR is up 2.28% versus a gain of 12.08% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 10.3% for QFLR. 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 -14.0% for QFLR and -19.3% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QFLR charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, QFLR currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

QFLR already in VTI92.3%
VTI already in QFLR39.0%

92.3% of QFLR's money is in holdings VTI also owns. 39.0% of VTI's money is in holdings QFLR also owns.

Most of QFLR is already inside VTI. Owning both mostly buys the same companies twice.

42 positions in common, counted across the 47 positions we hold weights for in QFLR and 3,463 in VTI, against full books of 96 and 3,543.

What only one of them owns

Our book lists 1,108 positions for VTI that do not appear in our book for QFLR (58.5% of the fund), and 3 for QFLR that do not appear in VTI (3.5%).

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

StockWeight in QFLRWeight in VTIDifference
NVDANvidia Corp9.32%6.40%2.92%
AAPLApple, Inc8.32%6.29%2.03%
MSFTMicrosoft Corp6.81%4.79%2.02%
AMZNAmazon.Com Inc4.91%3.65%1.26%
GOOGLAlphabet Inc,class A3.72%2.90%0.82%
MUMicron Technology, Inc.4.86%1.29%3.57%
GOOGAlphabet Inc3.53%2.31%1.22%
AVGOBroadcom Inc3.19%2.56%0.63%
METAMeta Platforms Inc3.37%1.70%1.67%
AMDAdvanced Micro Devices Inc3.85%1.08%2.77%

92.3% of QFLR 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.

QFLRVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QFLR or VTI?

QFLR has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, QFLR or VTI?

Over the past year QFLR returned +7.22% vs +16.31% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QFLR or VTI?

VTI has been the more volatile fund at 12.3% annualized versus 10.3% for QFLR. Worst drawdown: QFLR -14.0% vs VTI -19.3%.

Should I hold both QFLR and VTI?

QFLR and VTI have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QFLR and VTI?

92.3% of QFLR's money is in holdings VTI also owns. 39.0% of VTI's is in holdings QFLR also owns. They hold 42 positions in common, counted across the 47 positions we hold weights for in QFLR and 3,463 in VTI.

Which pays a higher dividend, QFLR or VTI?

QFLR yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than QFLR?

VTI has a lower expense ratio. VTI led over 1Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 52.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.