IAUM vs VTI

IAUM vs VTI
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Quick Verdict

VTI has a lower expense ratio. IAUM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: IAUMMore Diversified: VTI

Side-by-Side Comparison

MetricIAUMVTIWinner
Expense Ratio0.09%0.03%
AUM$7.4B$666.9B
Dividend Yield0.00%1.07%
Holdings23,543
YTD Return+6.51%+13.14%
1Y Return+38.23%+22.35%
3Y Return (annualized)+34.41%+21.83%
5Y Return (annualized)+20.62%+12.01%
Volatility (annualized)17.1%15.3%
Max Drawdown-26.3%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryCommodityEquity
InceptionJun 15, 2021May 24, 2001

IAUM vs VTI Performance

iShares Gold Trust Micro (IAUM) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IAUM returned +38.23% while VTI returned +22.35%. Year to date, IAUM is up 6.51% versus a gain of 13.14% for VTI.

Over three years, IAUM compounded at +34.41% per year against +21.83% for VTI; over five years the annualized figures are +20.62% and +12.01% respectively. Across the full 5-year window we track, IAUM has the edge at +20.50% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IAUM has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -26.3% for IAUM and -56.6% for VTI. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IAUM charges 0.09% per year while VTI charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, IAUM currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, IAUM or VTI?

IAUM has an expense ratio of 0.09% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, IAUM or VTI?

Over the past year IAUM returned +38.23% vs +22.35% for VTI, so IAUM leads on 1-year performance. Over the longest common window we track (5 years), IAUM annualized +20.50% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, IAUM or VTI?

IAUM has been the more volatile fund at 17.1% annualized versus 15.3% for VTI. Worst drawdown: IAUM -26.3% vs VTI -56.6%.

Should I hold both IAUM and VTI?

IAUM and VTI have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IAUM or VTI?

IAUM yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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