FTLS vs VTI

AFTLS

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VTI $16,678

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $106 on $10k

Smallest drop−5.2%FTLS · worst fall in 1Y

Held in common47.2%FTLS and VTI

First Trust Long/Short Equity ETF · $2.6BVanguard Morningstar Total Stock Market ETF · $689B

+13.3%3 years · per year$14,559 · $18,043+21.7%

+9.6%5 years · per year$15,819 · $16,678+10.8%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $106 on $10k

Cards for this view

FTLS

First Trust Long/Short Equity

$15,819

VTI

Vanguard Morningstar Total Stock Market

$16,678

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.88%	+0.9%	+7.3%	+6.6%	+13.3%	+9.6%	−5.2%	$2.6B

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.88%	+0.9%	+7.3%	+6.6%	+13.3%	+9.6%	−5.2%	$2.6B

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