IDEC 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

MetricIDECVTIWinner
Expense Ratio0.85%0.03%
AUM$42M$663.5B
Dividend Yield0.00%1.07%
Holdings63,543
YTD Return+8.69%+14.16%
1Y Return+16.51%+23.62%
3Y Return (annualized)-+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)7.0%15.3%
Max Drawdown-8.5%-56.6%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionDec 1, 2023May 24, 2001

IDEC vs VTI Performance

Innovator International Developed Power Buffer ETF - December (IDEC) is a ETF from Innovator ETFs Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IDEC returned +16.51% while VTI returned +23.62%. Year to date, IDEC is up 8.69% versus a gain of 14.16% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.0% for IDEC. 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 -8.5% for IDEC 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDEC charges 0.85% per year while VTI charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, IDEC currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, IDEC or VTI?

IDEC has an expense ratio of 0.85% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, IDEC or VTI?

Over the past year IDEC returned +16.51% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), IDEC annualized +13.38% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, IDEC or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 7.0% for IDEC. Worst drawdown: IDEC -8.5% vs VTI -56.6%.

Should I hold both IDEC and VTI?

IDEC and VTI have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IDEC or VTI?

IDEC yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.