IDGT vs VTI
iShares US Digital Infrastructure and Real Estate ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. IDGT delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | IDGT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.03% | |
| AUM | $543M | $666.9B | |
| Dividend Yield | 0.81% | 1.07% | |
| Holdings | 30 | 3,543 | |
| YTD Return | +37.48% | +13.14% | |
| 1Y Return | +44.49% | +22.35% | |
| 3Y Return (annualized) | +23.28% | +21.83% | |
| 5Y Return (annualized) | +10.91% | +12.01% | |
| Volatility (annualized) | 28.8% | 15.3% | |
| Max Drawdown | -78.0% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2001 | May 24, 2001 |
IDGT vs VTI Performance
iShares US Digital Infrastructure and Real Estate ETF (IDGT) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IDGT returned +44.49% while VTI returned +22.35%. Year to date, IDGT is up 37.48% versus a gain of 13.14% for VTI.
Over three years, IDGT compounded at +23.28% per year against +21.83% for VTI; over five years the annualized figures are +10.91% and +12.01% respectively. Across the full 25-year window we track, VTI has the edge at +8.09% annualized vs +4.55%. 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 15.3% 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 -78.0% for IDGT 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 0.76. 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 0.81% against 1.07% for VTI.
Holdings Overlap
IDGT and VTI share 19 holdings out of 2794 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $34 per year of difference.
Which performed better, IDGT or VTI?
Over the past year IDGT returned +44.49% vs +22.35% for VTI, so IDGT leads on 1-year performance. Over the longest common window we track (25 years), IDGT annualized +4.55% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, IDGT or VTI?
IDGT has been the more volatile fund at 28.8% annualized versus 15.3% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDGT and VTI?
IDGT and VTI share 19 common holdings with a 1.8% weight overlap. Combined, they hold 2794 unique securities.
Which pays a higher dividend, IDGT or VTI?
IDGT yields 0.81% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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