IBMV vs VTI

IBMV vs VTI

Which is better, IBMV or VTI?

VTI costs less.

VTI has a lower expense ratio.

Lower Fees: 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

MetricIBMVVTI
Expense Ratio0.18%0.03%Best
AUM$11M$666.9B
Dividend Yield0.93%1.03%
Holdings1913,543
YTD Return-2.20%+12.28%Best
1Y Return-+16.78%
3Y Return (annualized)-+20.89%
5Y Return (annualized)-+11.94%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionMar 25, 2026May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IBMV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IBMV vs VTI Performance

iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, IBMV is down 2.20% versus a gain of 12.28% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IBMV charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IBMV currently yields 0.93% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 67 holdings in IBMV and 3,463 in VTI, totalling 19.2% and 98.1% of the two funds. That is not enough of IBMV to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 67 positions we hold weights for in IBMV and 3,463 in VTI, against full books of 191 and 3,543.

Top Shared Holdings

StockWeight in IBMVWeight in VTIDifference
WAFDWashington Twp N J Mun Utils A0.15%0.00%0.15%

You are not choosing between two funds in isolation.

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

IBMVVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBMV or VTI?

IBMV has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option, by $15 a year on a $10,000 investment.

Which pays a higher dividend, IBMV or VTI?

IBMV yields 0.93% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than IBMV?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.