IAU vs VTI

IAU vs VTI

Which is better, IAU or VTI?

Gold against Large Cap Blend.

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

Lower Fees: VTIHigher Returns: IAU

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

MetricIAUVTI
Expense Ratio0.25%0.03%Best
AUM$64.4B$666.9B
Dividend Yield0.00%1.03%
Holdings13,543
YTD Return+0.18%+12.57%Best
1Y Return+19.23%Best+17.22%
3Y Return (annualized)+31.16%Best+20.87%
5Y Return (annualized)+19.10%Best+11.86%
Volatility (annualized)17.2%15.3%Best
Max Drawdown-45.1%Best-56.6%
$10,000 over 5 years$23,964Best$17,514
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryCommodityEquity
StyleGoldLarge Cap Blend
InceptionJan 21, 2005May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2005 to Sep 11, 2026 (21.6 years).

IAU 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 21.6 years both funds cover.

IAU vs VTI Performance

ishares Gold Trust (IAU) 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 IAU returned +19.23% while VTI returned +17.22%. Year to date, IAU is up 0.18% versus a gain of 12.57% for VTI.

Over three years, IAU compounded at +31.16% per year against +20.87% for VTI; over five years the annualized figures are +19.10% and +11.86% respectively. Across the full 22-year window we track, IAU has the edge at +11.01% annualized vs +9.51%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IAU has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.3% 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 -45.1% for IAU 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 0.09. They move largely independently of each other.

Fees and Cost Over Time

IAU charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, IAU currently yields 0.00% against 1.03% for VTI.

You are not choosing between two funds in isolation.

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

IAUVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IAU or VTI?

IAU has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, IAU or VTI?

Over the past year IAU returned +19.23% vs +17.22% for VTI, so IAU leads on 1-year performance. Over the longest common window we track (22 years), IAU annualized +11.01% vs +9.51% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IAU or VTI?

IAU has been the more volatile fund at 17.2% annualized versus 15.3% for VTI. Worst drawdown: IAU -45.1% vs VTI -56.6%.

Should I hold both IAU and VTI?

IAU and VTI have a monthly-return correlation of 0.09, 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, IAU or VTI?

IAU yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than IAU?

VTI has a lower expense ratio. IAU 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.