UXJA vs VTI

Quick Verdict

VTI has a lower expense ratio. UXJA delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: UXJAMore Diversified: VTI

Side-by-Side Comparison

MetricUXJAVTIWinner
Expense Ratio0.85%0.03%
AUM$11M$663.5B
Dividend Yield0.00%1.07%
Holdings43,543
YTD Return+14.54%+14.20%
1Y Return+24.86%+24.16%
3Y Return (annualized)-+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)14.6%15.3%
Max Drawdown-20.0%-56.6%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 17, 2025May 24, 2001

UXJA vs VTI Performance

FT Vest US Equity Uncapped Accelerator ETF - January (UXJA) is a ETF from First Trust Portfolios (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year UXJA returned +24.86% while VTI returned +24.16%. Year to date, UXJA is up 14.54% versus a gain of 14.20% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.6% for UXJA. 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 -20.0% for UXJA 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

UXJA charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, UXJA currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

UXJA and VTI share 0 holdings out of 2784 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, UXJA or VTI?

UXJA has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, UXJA or VTI?

Over the past year UXJA returned +24.86% vs +24.16% for VTI, so UXJA leads on 1-year performance. Over the longest common window we track (2 years), UXJA annualized +18.83% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, UXJA or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.6% for UXJA. Worst drawdown: UXJA -20.0% vs VTI -56.6%.

Should I hold both UXJA and VTI?

UXJA and VTI have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between UXJA and VTI?

UXJA and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, UXJA or VTI?

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

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