IBCA vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricIBCAVTIWinner
Expense Ratio0.10%0.03%
AUM$373M$663.5B
Dividend Yield4.65%1.07%
Holdings4173,543
YTD Return-1.06%+13.87%
1Y Return+2.08%+23.31%
3Y Return (annualized)-+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)3.7%15.3%
Max Drawdown-3.5%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2025May 24, 2001

IBCA vs VTI Performance

iShares iBonds Dec 2035 Term Corporate ETF (IBCA) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IBCA returned +2.08% while VTI returned +23.31%. Year to date, IBCA is down 1.06% versus a gain of 13.87% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.7% for IBCA. 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 -3.5% for IBCA 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBCA charges 0.10% per year while VTI charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, IBCA currently yields 4.65% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

IBCA and VTI share 0 holdings out of 3119 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBCA or VTI?

IBCA has an expense ratio of 0.10% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, IBCA or VTI?

Over the past year IBCA returned +2.08% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), IBCA annualized +4.25% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, IBCA or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 3.7% for IBCA. Worst drawdown: IBCA -3.5% vs VTI -56.6%.

Should I hold both IBCA and VTI?

IBCA and VTI have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBCA and VTI?

IBCA and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3119 unique securities.

Which pays a higher dividend, IBCA or VTI?

IBCA yields 4.65% while VTI yields 1.07%, so IBCA currently pays the higher dividend yield.

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