USFE vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricUSFEVTIWinner
Expense Ratio0.45%0.03%
AUM$2M$663.5B
Dividend Yield0.00%1.07%
Holdings583,543
YTD Return+6.36%+14.16%
1Y Return-+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)-15.3%
Max Drawdown-9.4%-56.6%
Fund FamilyFirst Eagle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJan 27, 2026May 24, 2001

USFE vs VTI Performance

First Eagle US Equity ETF (USFE) is a ETF from First Eagle Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, USFE is up 6.36% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.4% for USFE 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

USFE charges 0.45% per year while VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, USFE currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

9.6%overlap

USFE and VTI share 43 holdings out of 2793 unique holdings combined, representing a 9.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in USFEWeight in VTIDifference
GOOG4.48%2.27%2.21%
META4.00%1.70%2.30%
MSFT1.31%3.81%2.50%
OKEProProPro
BKProProPro
BDXProProPro
PMProProPro
ANTMProProPro
XOMProProPro
HCAProProPro
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Frequently Asked Questions

Which is cheaper, USFE or VTI?

USFE has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between USFE and VTI?

USFE and VTI share 43 common holdings with a 9.6% weight overlap. Combined, they hold 2793 unique securities.

Which pays a higher dividend, USFE or VTI?

USFE yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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