IBIG 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

MetricIBIGVTIWinner
Expense Ratio0.10%0.03%
AUM$140M$663.5B
Dividend Yield3.91%1.07%
Holdings63,543
YTD Return+1.48%+14.96%
1Y Return+2.19%+22.39%
3Y Return (annualized)+5.60%+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)3.9%15.4%
Max Drawdown-3.2%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 19, 2023May 24, 2001

IBIG vs VTI Performance

iShares iBonds Oct 2030 Term TIPS ETF (IBIG) 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 IBIG returned +2.19% while VTI returned +22.39%. Year to date, IBIG is up 1.48% versus a gain of 14.96% for VTI.

Over three years, IBIG compounded at +5.60% per year against +21.51% for VTI. Across the full 3-year window we track, VTI has the edge at +8.16% annualized vs +5.60%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 3.9% for IBIG. 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 -3.2% for IBIG 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBIG 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, IBIG currently yields 3.91% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

IBIG and VTI share 0 holdings out of 2787 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, IBIG or VTI?

IBIG 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, IBIG or VTI?

Over the past year IBIG returned +2.19% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), IBIG annualized +5.60% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, IBIG or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 3.9% for IBIG. Worst drawdown: IBIG -3.2% vs VTI -56.6%.

Should I hold both IBIG and VTI?

IBIG and VTI have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBIG and VTI?

IBIG and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2787 unique securities.

Which pays a higher dividend, IBIG or VTI?

IBIG yields 3.91% while VTI yields 1.07%, so IBIG currently pays the higher dividend yield.

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