VFLO vs VTI

VFLO vs VTI

Which is better, VFLO or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VFLO led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 33.6%.

Lower Fees: VTIHigher Returns: VFLOLess 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

MetricVFLOVTI
Expense Ratio0.39%0.03%Best
AUM$11.0B$666.9B
Dividend Yield0.97%1.03%
Holdings523,543
YTD Return+30.33%Best+12.43%
1Y Return+37.24%Best+15.92%
3Y Return (annualized)+27.05%Best+22.42%
5Y Return (annualized)-+12.37%
Volatility (annualized)17.1%13.1%Best
Max Drawdown-17.8%Best-19.3%
$10,000 over 3.3 years$21,586Best$18,141
Top 10 Weight33.6%33.3%Best
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 21, 2023May 24, 2001

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 22, 2023 to Sep 28, 2026 (3.3 years).

VFLO 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 3.3 years both funds cover.

VFLO vs VTI Performance

VictoryShares Free Cash Flow ETF (VFLO) is an ETF from Victory Capital Management Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year VFLO returned +37.24% while VTI returned +15.92%. Year to date, VFLO is up 30.33% versus a gain of 12.43% for VTI.

Over three years, VFLO compounded at +27.05% per year against +22.42% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VFLO has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 13.1% for VTI. 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 -17.8% for VFLO 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VFLO charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, VFLO currently yields 0.97% against 1.03% for VTI.

Holdings Overlap

VFLO already in VTI98.3%
VTI already in VFLO4.9%

98.3% of VFLO's money is in holdings VTI also owns. 4.9% of VTI's money is in holdings VFLO also owns.

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

49 positions in common, counted across the 50 positions we hold weights for in VFLO and 3,463 in VTI, against full books of 52 and 3,543.

What only one of them owns

Our book lists 1,101 positions for VTI that do not appear in our book for VFLO (92.6% of the fund), and 0 for VFLO that do not appear in VTI (0.0%).

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 VFLOWeight in VTIDifference
CRMSalesforce Inc Crm Us Equity3.90%0.20%3.70%
ADBEAdobe Systems3.94%0.14%3.80%
EXPEExpedia Group Inc (consumer Discretionary)3.61%0.05%3.56%
ACNAccenture Plc3.42%0.14%3.28%
NEMNewmont Corp Common3.39%0.14%3.25%
XOMExxonmobil Holdings Corp Common Stock Usd2.60%0.89%1.71%
INTUIntuit, Inc.3.24%0.12%3.12%
DVNDevon Energy Corporation3.29%0.07%3.22%
MRKMerck & Company Inc2.83%0.45%2.38%
CDECoeur Mining Inc3.22%0.02%3.20%

98.3% of VFLO 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.

VFLOVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VFLO or VTI?

VFLO has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, VFLO or VTI?

Over the past year VFLO returned +37.24% vs +15.92% for VTI, so VFLO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VFLO or VTI?

VFLO has been the more volatile fund at 17.1% annualized versus 13.1% for VTI. Worst drawdown: VFLO -17.8% vs VTI -19.3%.

Should I hold both VFLO and VTI?

VFLO and VTI have a monthly-return correlation of 0.67, 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 VFLO and VTI?

98.3% of VFLO's money is in holdings VTI also owns. 4.9% of VTI's is in holdings VFLO also owns. They hold 49 positions in common, counted across the 50 positions we hold weights for in VFLO and 3,463 in VTI.

Which pays a higher dividend, VFLO or VTI?

VFLO yields 0.97% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than VFLO?

VTI has a lower expense ratio. VFLO led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 33.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.