IBRN vs VTI

IBRN vs VTI

Which is better, IBRN or VTI?

Each has led over a different period.

VTI has a lower expense ratio. IBRN led over 1Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 45.0%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: 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

MetricIBRNVTI
Expense Ratio0.47%0.03%Best
AUM$8M$666.9B
Dividend Yield0.82%1.03%
Holdings803,543
YTD Return+12.21%+14.05%Best
1Y Return+37.53%Best+16.93%
3Y Return (annualized)+20.08%+22.65%Best
5Y Return (annualized)-+12.46%
Volatility (annualized)21.7%14.5%Best
Max Drawdown-35.4%-19.3%Best
$10,000 over 4.1 years$14,765$19,883Best
Top 10 Weight45.0%33.3%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 24, 2022May 24, 2001

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 26, 2022 to Sep 22, 2026 (4.1 years).

IBRN 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 covers the 4.1 years both funds cover.

IBRN vs VTI Performance

iShares Neuroscience and Healthcare ETF (IBRN) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IBRN returned +37.53% while VTI returned +16.93%. Year to date, IBRN is up 12.21% versus a gain of 14.05% for VTI.

Over three years, IBRN compounded at +20.08% per year against +22.65% for VTI. Across the full 4-year window we track, VTI has the edge at +18.25% annualized vs +9.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IBRN has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.5% 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 -35.4% for IBRN and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IBRN 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, IBRN currently yields 0.82% against 1.03% for VTI.

Holdings Overlap

IBRN already in VTI75.0%
VTI already in IBRN0.1%

75.0% of IBRN's money is in holdings VTI also owns. 0.1% of VTI's money is in holdings IBRN also owns.

Most of IBRN is already inside VTI. Owning both mostly buys the same companies twice.

46 positions in common, counted across the 69 positions we hold weights for in IBRN and 3,463 in VTI, against full books of 80 and 3,543.

What only one of them owns

Our book lists 1,141 positions for VTI that do not appear in our book for IBRN (97.3% of the fund), and 3 for IBRN that do not appear in VTI (0.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IBRNWeight in VTIDifference
PRAXPraxis Precision Medicines, Inc.5.21%0.01%5.20%
DNTHDianthus Therapeutics Inc4.96%0.01%4.95%
ACADAcadia Pharmaceuticals Inc Common Stock Usd 0.00014.93%0.00%4.93%
SRRKScholar Rock Holding Corp4.84%0.01%4.83%
ARWRArrowhead Pharmaceuticals Inc4.26%0.02%4.24%
BIIBBiogen Inc. Com4.19%0.04%4.15%
ALKS:IEAlkermes Plc. Ordinary Shares4.15%0.01%4.14%
PTCTPtc Therapeutics Inc3.70%0.01%3.69%
NBIXNeurocrine Biosciences Inc3.55%0.02%3.53%
DNLIDenali Therapeutics Inc3.56%0.00%3.56%

75.0% of IBRN is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IBRNVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBRN or VTI?

IBRN has an expense ratio of 0.47% while VTI charges 0.03%. VTI is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, IBRN or VTI?

Over the past year IBRN returned +37.53% vs +16.93% for VTI, so IBRN leads on 1-year performance. Over the longest common window we track (4 years), IBRN annualized +9.97% vs +18.25% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBRN or VTI?

IBRN has been the more volatile fund at 21.7% annualized versus 14.5% for VTI. Worst drawdown: IBRN -35.4% vs VTI -19.3%.

Should I hold both IBRN and VTI?

IBRN and VTI have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IBRN and VTI?

75.0% of IBRN's money is in holdings VTI also owns. 0.1% of VTI's is in holdings IBRN also owns. They hold 46 positions in common, counted across the 69 positions we hold weights for in IBRN and 3,463 in VTI.

Which pays a higher dividend, IBRN or VTI?

IBRN yields 0.82% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than IBRN?

VTI has a lower expense ratio. IBRN led over 1Y, VTI over 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 45.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.