IDE vs VTI

IDE vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricIDEVTIWinner
Expense Ratio1.22%0.03%
AUM$174M$666.9B
Dividend Yield8.81%1.07%
Holdings2673,543
YTD Return+14.13%+14.82%
1Y Return+20.78%+22.43%
3Y Return (annualized)+23.01%+21.93%
5Y Return (annualized)+10.29%+12.34%
Volatility (annualized)19.9%15.4%
Max Drawdown-70.5%-56.6%
Fund FamilyVoya Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 26, 2010May 24, 2001

IDE vs VTI Performance

Voya Infrastructure Industrials and Materials Fund (IDE) is a ETF from Voya Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IDE returned +20.78% while VTI returned +22.43%. Year to date, IDE is up 14.13% versus a gain of 14.82% for VTI.

Over three years, IDE compounded at +23.01% per year against +21.93% for VTI; over five years the annualized figures are +10.29% and +12.34% respectively. Across the full 17-year window we track, VTI has the edge at +8.16% annualized vs +0.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDE has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 15.4% 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 -70.5% for IDE 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDE charges 1.22% per year while VTI charges 0.03%. On a $10,000 position that is $122 vs $3 annually, a gap of $119 per year that compounds over a long holding period. On income, IDE currently yields 8.81% against 1.07% for VTI.

Holdings Overlap

10.7%overlap

IDE and VTI share 85 holdings out of 2958 unique holdings combined, representing a 10.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDEWeight in VTIDifference
CSCO1.63%0.57%1.06%
GE1.54%0.54%1.00%
CAT1.28%0.67%0.61%
GEVProProPro
ANETProProPro
UNPProProPro
PHProProPro
UBERProProPro
VZProProPro
RTXProProPro
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Frequently Asked Questions

Which is cheaper, IDE or VTI?

IDE has an expense ratio of 1.22% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $119 per year of difference.

Which performed better, IDE or VTI?

Over the past year IDE returned +20.78% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (17 years), IDE annualized +0.74% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, IDE or VTI?

IDE has been the more volatile fund at 19.9% annualized versus 15.4% for VTI. Worst drawdown: IDE -70.5% vs VTI -56.6%.

Should I hold both IDE and VTI?

IDE and VTI have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDE and VTI?

IDE and VTI share 85 common holdings with a 10.7% weight overlap. Combined, they hold 2958 unique securities.

Which pays a higher dividend, IDE or VTI?

IDE yields 8.81% while VTI yields 1.07%, so IDE currently pays the higher dividend yield.

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