BIV vs VTILX

Quick Verdict

BIV has a lower expense ratio. BIV delivered stronger 1-year returns. BIV offers more diversification with 2101 holdings.

Lower Fees: BIVHigher Returns: BIVMore Diversified: BIV

Side-by-Side Comparison

MetricBIVVTILXWinner
Expense Ratio0.03%0.07%
AUM$29.3B$142.6B
Dividend Yield4.18%4.12%
Holdings2,3217,391
YTD Return-0.60%-1.04%
1Y Return+1.50%-2.87%
3Y Return (annualized)+4.67%-0.32%
5Y Return (annualized)-0.21%-
Volatility (annualized)5.7%6.0%
Max Drawdown-20.3%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionApr 3, 2007Feb 17, 2021

BIV vs VTILX Performance

Vanguard Intermediate-Term Bond ETF (BIV) is a ETF from Vanguard (US) and Vanguard Total International Bond II Index Fund Class Institutional (VTILX) is a mutual fund from Vanguard (US). Over the past year BIV returned +1.50% while VTILX returned -2.87%. Year to date, BIV is down 0.60% versus a loss of 1.04% for VTILX.

Over three years, BIV compounded at +4.67% per year against -0.32% for VTILX. Across the full 5-year window we track, BIV has the edge at +1.00% annualized vs -2.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTILX has been the more volatile fund, with annualized monthly volatility of 6.0% compared with 5.7% for BIV. 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 -20.3% for BIV and -15.3% for VTILX. 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIV charges 0.03% per year while VTILX charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, BIV currently yields 4.18% against 4.12% for VTILX.

Holdings Overlap

0.0%overlap

BIV and VTILX share 3 holdings out of 3557 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIVWeight in VTILXDifference
WSTP 2.15 06/03/310.02%0.00%0.02%
MUFG V5.406 04/19/340.02%0.00%0.02%
ORIX 2.25 03/09/310.01%0.00%0.01%

Frequently Asked Questions

Which is cheaper, BIV or VTILX?

BIV has an expense ratio of 0.03% while VTILX charges 0.07%. BIV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, BIV or VTILX?

Over the past year BIV returned +1.50% vs -2.87% for VTILX, so BIV leads on 1-year performance. Over the longest common window we track (5 years), BIV annualized +1.00% vs -2.84% for VTILX. Past performance does not guarantee future results.

Which is riskier, BIV or VTILX?

VTILX has been the more volatile fund at 6.0% annualized versus 5.7% for BIV. Worst drawdown: BIV -20.3% vs VTILX -15.3%.

Should I hold both BIV and VTILX?

BIV and VTILX have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIV and VTILX?

BIV and VTILX share 3 common holdings with a 0.0% weight overlap. Combined, they hold 3557 unique securities.

Which pays a higher dividend, BIV or VTILX?

BIV yields 4.18% while VTILX yields 4.12%, so BIV currently pays the higher dividend yield.

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