KBFR vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricKBFRVTIWinner
Expense Ratio0.79%0.03%
AUM$11M$663.5B
Dividend Yield0.29%1.07%
Holdings7663,543
YTD Return+10.81%+13.39%
1Y Return-+23.21%
3Y Return (annualized)-+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)-15.3%
Max Drawdown-4.2%-56.6%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionFeb 24, 2026May 24, 2001

KBFR vs VTI Performance

Innovator US Small Cap Managed 10 Buffer ETF (KBFR) is a ETF from Innovator ETFs Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, KBFR is up 10.81% versus a gain of 13.39% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.2% for KBFR and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

KBFR charges 0.79% per year while VTI charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, KBFR currently yields 0.29% against 1.07% for VTI.

Holdings Overlap

0.3%overlap

KBFR and VTI share 581 holdings out of 2968 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KBFRWeight in VTIDifference
MXL0.46%0.01%0.45%
PL0.44%0.01%0.43%
VIAV0.41%0.02%0.39%
AAOIProProPro
DOCNProProPro
VSATProProPro
FORMProProPro
ECGProProPro
POWLProProPro
FROGProProPro
See all 10 holdings KBFR shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, KBFR or VTI?

KBFR has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between KBFR and VTI?

KBFR and VTI share 581 common holdings with a 0.3% weight overlap. Combined, they hold 2968 unique securities.

Which pays a higher dividend, KBFR or VTI?

KBFR yields 0.29% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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