IDVZ vs VTI
Polen International Dividend Income ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IDVZ or VTI?
Each has led over a different period.
VTI has a lower expense ratio. IDVZ led over the full window, VTI over 1Y.
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
| Metric | IDVZ | VTI |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $199M | $666.9B |
| Dividend Yield | 3.36% | 1.03% |
| Holdings | 44 | 3,543 |
| YTD Return | +6.76% | +12.57%Best |
| 1Y Return | +12.80% | +17.22%Best |
| 3Y Return (annualized) | - | +20.87% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 10.2%Best | 12.7% |
| Max Drawdown | -11.0%Best | -19.3% |
| $10,000 over 1.7 years | $14,051Best | $13,019 |
| Fund Family | TrueShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 26, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 27, 2024 to Sep 11, 2026 (1.7 years).
IDVZ 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 1.7 years both funds cover.
IDVZ vs VTI Performance
Polen International Dividend Income ETF (IDVZ) is an ETF from TrueShares and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IDVZ returned +12.80% while VTI returned +17.22%. Year to date, IDVZ is up 6.76% versus a gain of 12.57% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 10.2% for IDVZ. 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 -11.0% for IDVZ 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 0.20. They move largely independently of each other.
Fees and Cost Over Time
IDVZ charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, IDVZ currently yields 3.36% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 44 holdings in IDVZ and 2,787 in VTI, totalling 99.7% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 44 positions we hold weights for in IDVZ and 2,787 in VTI, against full books of 44 and 3,543.
You are not choosing between two funds in isolation.
Whichever of IDVZ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDVZ or VTI?
IDVZ has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, IDVZ or VTI?
Over the past year IDVZ returned +12.80% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), IDVZ annualized +22.15% vs +16.79% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDVZ or VTI?
VTI has been the more volatile fund at 12.7% annualized versus 10.2% for IDVZ. Worst drawdown: IDVZ -11.0% vs VTI -19.3%.
Should I hold both IDVZ and VTI?
IDVZ and VTI have a monthly-return correlation of 0.20, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IDVZ or VTI?
IDVZ yields 3.36% while VTI yields 1.03%, so IDVZ currently pays the higher dividend yield.
Is VTI better than IDVZ?
VTI has a lower expense ratio. IDVZ led over the full window, VTI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.