UXOC vs VTI
FT Vest US Equity Uncapped Accelerator ETF - October vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | UXOC | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $23M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 4 | 3,543 | |
| YTD Return | +14.63% | +14.82% | |
| 1Y Return | +21.55% | +22.43% | |
| 3Y Return (annualized) | - | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 14.7% | 15.4% | |
| Max Drawdown | -19.9% | -56.6% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 18, 2024 | May 24, 2001 |
UXOC vs VTI Performance
FT Vest US Equity Uncapped Accelerator ETF - October (UXOC) 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 UXOC returned +21.55% while VTI returned +22.43%. Year to date, UXOC is up 14.63% versus a gain of 14.82% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.7% for UXOC. 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 -19.9% for UXOC 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
UXOC 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, UXOC currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
UXOC 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, UXOC or VTI?
UXOC 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, UXOC or VTI?
Over the past year UXOC returned +21.55% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), UXOC annualized +17.78% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, UXOC or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 14.7% for UXOC. Worst drawdown: UXOC -19.9% vs VTI -56.6%.
Should I hold both UXOC and VTI?
UXOC and VTI have a monthly-return correlation of 1.00, 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 UXOC and VTI?
UXOC and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, UXOC or VTI?
UXOC yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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