IBOT vs VTI
VanEck Robotics ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. IBOT delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | IBOT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.03% | |
| AUM | $91M | $666.9B | |
| Dividend Yield | 0.33% | 1.07% | |
| Holdings | 69 | 3,543 | |
| YTD Return | +22.59% | +12.65% | |
| 1Y Return | +40.41% | +21.39% | |
| 3Y Return (annualized) | +25.11% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 20.5% | 15.3% | |
| Max Drawdown | -23.3% | -56.6% | |
| Fund Family | VanEck | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 5, 2023 | May 24, 2001 |
IBOT vs VTI Performance
VanEck Robotics ETF (IBOT) is a ETF from VanEck and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IBOT returned +40.41% while VTI returned +21.39%. Year to date, IBOT is up 22.59% versus a gain of 12.65% for VTI.
Over three years, IBOT compounded at +25.11% per year against +21.54% for VTI. Across the full 3-year window we track, IBOT has the edge at +24.33% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBOT has been the more volatile fund, with annualized monthly volatility of 20.5% 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 -23.3% for IBOT 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IBOT charges 0.47% per year while VTI charges 0.03%. On a $10,000 position that is $47 vs $3 annually, a gap of $44 per year that compounds over a long holding period. On income, IBOT currently yields 0.33% against 1.07% for VTI.
Holdings Overlap
IBOT and VTI share 27 holdings out of 2825 unique holdings combined, representing a 8.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBOT or VTI?
IBOT has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, IBOT or VTI?
Over the past year IBOT returned +40.41% vs +21.39% for VTI, so IBOT leads on 1-year performance. Over the longest common window we track (3 years), IBOT annualized +24.33% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, IBOT or VTI?
IBOT has been the more volatile fund at 20.5% annualized versus 15.3% for VTI. Worst drawdown: IBOT -23.3% vs VTI -56.6%.
Should I hold both IBOT and VTI?
IBOT and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBOT and VTI?
IBOT and VTI share 27 common holdings with a 8.7% weight overlap. Combined, they hold 2825 unique securities.
Which pays a higher dividend, IBOT or VTI?
IBOT yields 0.33% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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