VTI vs XFEB

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

MetricVTIXFEBWinner
Expense Ratio0.03%0.85%
AUM$663.5B$31M
Dividend Yield1.07%0.00%
Holdings3,5436
YTD Return+14.96%+6.30%
1Y Return+22.39%+10.04%
3Y Return (annualized)+21.51%-
5Y Return (annualized)+12.36%-
Volatility (annualized)15.4%4.6%
Max Drawdown-56.6%-9.1%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMay 24, 2001Feb 20, 2024

VTI vs XFEB Performance

Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - February (XFEB) is a ETF from First Trust Portfolios (US). Over the past year VTI returned +22.39% while XFEB returned +10.04%. Year to date, VTI is up 14.96% versus a gain of 6.30% for XFEB.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 4.6% for XFEB. 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 -56.6% for VTI and -9.1% for XFEB. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

Holdings Overlap

0.0%overlap

VTI and XFEB 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, VTI or XFEB?

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

Which performed better, VTI or XFEB?

Over the past year VTI returned +22.39% vs +10.04% for XFEB, so VTI leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.16% vs +10.11% for XFEB. Past performance does not guarantee future results.

Which is riskier, VTI or XFEB?

VTI has been the more volatile fund at 15.4% annualized versus 4.6% for XFEB. Worst drawdown: VTI -56.6% vs XFEB -9.1%.

Should I hold both VTI and XFEB?

VTI and XFEB have a monthly-return correlation of 0.92, 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 VTI and XFEB?

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

Which pays a higher dividend, VTI or XFEB?

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

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