TFNS vs VTI

TFNS 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

MetricTFNSVTIWinner
Expense Ratio0.44%0.03%
AUM$20M$666.9B
Dividend Yield0.46%1.07%
Holdings3473,543
YTD Return+7.17%+13.14%
1Y Return+14.19%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)11.9%15.3%
Max Drawdown-14.0%-56.6%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2025May 24, 2001

TFNS vs VTI Performance

T. Rowe Price Financials ETF (TFNS) is a ETF from T.Rowe Price and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TFNS returned +14.19% while VTI returned +22.35%. Year to date, TFNS is up 7.17% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.9% for TFNS. 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 TFNS and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TFNS charges 0.44% per year while VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, TFNS currently yields 0.46% against 1.07% for VTI.

Holdings Overlap

9.0%overlap

TFNS and VTI share 66 holdings out of 2804 unique holdings combined, representing a 9.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TFNSWeight in VTIDifference
BRK.B9.46%1.24%8.22%
V6.72%0.77%5.95%
MA6.04%0.56%5.48%
JPMProProPro
BACProProPro
WFCProProPro
GSProProPro
SCHWProProPro
COFProProPro
MSProProPro
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Frequently Asked Questions

Which is cheaper, TFNS or VTI?

TFNS has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, TFNS or VTI?

Over the past year TFNS returned +14.19% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), TFNS annualized +15.47% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, TFNS or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 11.9% for TFNS. Worst drawdown: TFNS -14.0% vs VTI -56.6%.

Should I hold both TFNS and VTI?

TFNS and VTI have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TFNS and VTI?

TFNS and VTI share 66 common holdings with a 9.0% weight overlap. Combined, they hold 2804 unique securities.

Which pays a higher dividend, TFNS or VTI?

TFNS yields 0.46% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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