IDGT vs VTI

IDGT vs VTI

Which is better, IDGT or VTI?

Mid Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. IDGT led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 64.3%.

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

MetricIDGTVTI
Expense Ratio0.37%0.03%Best
AUM$504M$666.9B
Dividend Yield0.78%1.03%
Holdings303,543
YTD Return+32.04%Best+12.08%
1Y Return+30.51%Best+16.31%
3Y Return (annualized)+21.90%Best+20.83%
5Y Return (annualized)+10.62%+11.89%Best
Volatility (annualized)28.8%15.4%Best
Max Drawdown-78.0%-56.6%Best
$10,000 over 5 years$16,564$17,537Best
Top 10 Weight64.3%33.3%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionJul 10, 2001May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2001 to Sep 14, 2026 (25.2 years).

IDGT 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 25.2 years both funds cover.

IDGT vs VTI Performance

iShares US Digital Infrastructure and Real Estate ETF (IDGT) 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 IDGT returned +30.51% while VTI returned +16.31%. Year to date, IDGT is up 32.04% versus a gain of 12.08% for VTI.

Over three years, IDGT compounded at +21.90% per year against +20.83% for VTI; over five years the annualized figures are +10.62% and +11.89% respectively. Across the full 25-year window we track, VTI has the edge at +8.19% annualized vs +4.37%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDGT has been the more volatile fund, with annualized monthly volatility of 28.8% 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 -78.0% for IDGT and -56.6% 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDGT charges 0.37% per year while VTI charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IDGT currently yields 0.78% against 1.03% for VTI.

Holdings Overlap

IDGT already in VTI92.7%
VTI already in IDGT1.8%

92.7% of IDGT's money is in holdings VTI also owns. 1.8% of VTI's money is in holdings IDGT also owns.

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

21 positions in common, counted across the 26 positions we hold weights for in IDGT and 3,463 in VTI, against full books of 30 and 3,543.

What only one of them owns

Our book lists 1,136 positions for VTI that do not appear in our book for IDGT (95.7% of the fund), and 4 for IDGT that do not appear in VTI (4.1%).

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 IDGTWeight in VTIDifference
EQIXEquinix Inc. Real Estate Investment Trust9.14%0.14%9.00%
DLRDigital Realty Trust Inc.8.93%0.09%8.84%
AMTAmerican Tower Corporation8.65%0.11%8.54%
UNITUniti Group, Inc.6.24%0.00%6.24%
ANETArista Networks Inc.5.57%0.27%5.30%
FSLYFastly Inc Class A5.82%0.00%5.82%
CCICrown Castle International Corp5.58%0.05%5.53%
SBACSba Communications Corp. Class A Real Estate Investment Tru5.49%0.03%5.46%
CSCOCisco Systems Inc. - Ordinary Shares4.28%0.57%3.71%
SMCISuper Micro Computer Inc Common Stock USD.0014.61%0.02%4.59%

92.7% of IDGT 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.

IDGTVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IDGT or VTI?

IDGT has an expense ratio of 0.37% while VTI charges 0.03%. VTI is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, IDGT or VTI?

Over the past year IDGT returned +30.51% vs +16.31% for VTI, so IDGT leads on 1-year performance. Over the longest common window we track (25 years), IDGT annualized +4.37% vs +8.19% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IDGT or VTI?

IDGT has been the more volatile fund at 28.8% annualized versus 15.4% for VTI. Worst drawdown: IDGT -78.0% vs VTI -56.6%.

Should I hold both IDGT and VTI?

IDGT and VTI have a monthly-return correlation of 0.76, 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 IDGT and VTI?

92.7% of IDGT's money is in holdings VTI also owns. 1.8% of VTI's is in holdings IDGT also owns. They hold 21 positions in common, counted across the 26 positions we hold weights for in IDGT and 3,463 in VTI.

Which pays a higher dividend, IDGT or VTI?

IDGT yields 0.78% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than IDGT?

VTI has a lower expense ratio. IDGT led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 64.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.