GVI vs VTI

GVI vs VTI

Which is better, GVI or VTI?

Intermediate Term Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: 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

MetricGVIVTI
Expense Ratio0.20%0.03%Best
AUM$3.8B$666.9B
Dividend Yield3.66%1.03%
Holdings6,1173,543
YTD Return-3.05%+12.28%Best
1Y Return-2.50%+16.78%Best
3Y Return (annualized)+3.32%+20.89%Best
5Y Return (annualized)+0.22%+11.94%Best
Volatility (annualized)25.2%15.9%Best
Max Drawdown-39.1%Best-56.6%
$10,000 over 5 years$10,110$17,576Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleIntermediate Term BondLarge Cap Blend
InceptionJan 5, 2007May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 11, 2007 to Sep 17, 2026 (19.7 years).

GVI 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 19.7 years both funds cover.

GVI vs VTI Performance

iShares Intermediate Government/Credit Bond ETF (GVI) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year GVI returned -2.50% while VTI returned +16.78%. Year to date, GVI is down 3.05% versus a gain of 12.28% for VTI.

Over three years, GVI compounded at +3.32% per year against +20.89% for VTI; over five years the annualized figures are +0.22% and +11.94% respectively. Across the full 20-year window we track, VTI has the edge at +9.29% annualized vs +2.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GVI has been the more volatile fund, with annualized monthly volatility of 25.2% compared with 15.9% 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 -39.1% for GVI and -56.6% 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 0.03. They move largely independently of each other.

Fees and Cost Over Time

GVI charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, GVI currently yields 3.66% against 1.03% for VTI.

Holdings Overlap

VTI already in GVI0.9%

At least 0.9% of VTI's money is in holdings GVI also owns.

Stated as a floor: for GVI, our book for it covers 71.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

8 positions in common, counted across the 4,909 positions we hold weights for in GVI and 3,463 in VTI, against full books of 6,117 and 3,543.

Top Shared Holdings

StockWeight in GVIWeight in VTIDifference
GEGeneral Electric Co.0.01%0.52%0.51%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.04%0.10%0.06%
AONAon Public Limited Company  Cl.  A0.00%0.10%0.10%
KDPKeurig Dr Pepper Inc (kdp Us)0.01%0.06%0.05%
CNPCenterpoint Energy Inc.0.00%0.04%0.04%
HUBBHubbell Inc0.00%0.03%0.03%
SFStifel Finl Corp0.00%0.02%0.02%
NOVNov Inc Common Stock0.00%0.01%0.01%

You are not choosing between two funds in isolation.

Whichever of GVI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GVIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GVI or VTI?

GVI has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, GVI or VTI?

Over the past year GVI returned -2.50% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), GVI annualized +2.67% vs +9.29% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GVI or VTI?

GVI has been the more volatile fund at 25.2% annualized versus 15.9% for VTI. Worst drawdown: GVI -39.1% vs VTI -56.6%.

Should I hold both GVI and VTI?

GVI and VTI have a monthly-return correlation of 0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, GVI or VTI?

GVI yields 3.66% while VTI yields 1.03%, so GVI currently pays the higher dividend yield.

Is VTI better than GVI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.