IGE vs VTI
iShares North American Natural Resources ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, IGE or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. IGE led over 1Y, 5Y and the full window, VTI over 3Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 41.7%.
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 | IGE | VTI |
|---|---|---|
| Expense Ratio | 0.37% | 0.03%Best |
| AUM | $754M | $666.9B |
| Dividend Yield | 1.80% | 1.03% |
| Holdings | 156 | 3,543 |
| YTD Return | +27.81%Best | +12.08% |
| 1Y Return | +37.37%Best | +16.31% |
| 3Y Return (annualized) | +17.59% | +20.83%Best |
| 5Y Return (annualized) | +21.09%Best | +11.89% |
| Volatility (annualized) | 44.8% | 15.2%Best |
| Max Drawdown | -72.3% | -56.6%Best |
| $10,000 over 5 years | $26,034Best | $17,537 |
| Top 10 Weight | 41.7% | 33.3%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 22, 2001 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Nov 29, 2001 to Sep 14, 2026 (24.8 years).
IGE 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 24.8 years both funds cover.
IGE vs VTI Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +37.37% while VTI returned +16.31%. Year to date, IGE is up 27.81% versus a gain of 12.08% for VTI.
Over three years, IGE compounded at +17.59% per year against +20.83% for VTI; over five years the annualized figures are +21.09% and +11.89% respectively. Across the full 25-year window we track, IGE has the edge at +14.67% annualized vs +8.60%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% compared with 15.2% 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 -72.3% for IGE 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 0.34. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGE 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, IGE currently yields 1.80% against 1.03% for VTI.
Holdings Overlap
70.9% of IGE's money is in holdings VTI also owns. 4.1% of VTI's money is in holdings IGE also owns.
Most of IGE is already inside VTI. Owning both mostly buys the same companies twice.
100 positions in common, counted across the 149 positions we hold weights for in IGE and 3,463 in VTI, against full books of 156 and 3,543.
What only one of them owns
Our book lists 1,078 positions for VTI that do not appear in our book for IGE (93.4% of the fund), and 4 for IGE that do not appear in VTI (1.4%).
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
| Stock | Weight in IGE | Weight in VTI | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 9.54% | 0.89% | 8.65% |
| CVXChevron Corp | 9.36% | 0.52% | 8.84% |
| COPConocophillips Common Stock USD 0.01 | 3.92% | 0.20% | 3.72% |
| NEMNewmont Corp Common | 3.26% | 0.14% | 3.12% |
| MPCMarathon Petroleum Corp | 2.64% | 0.13% | 2.51% |
| FCXFreeport-mcmoran Copper & Gold Inc. | 2.64% | 0.12% | 2.52% |
| VLOValero Energy | 2.59% | 0.13% | 2.46% |
| PSXPhillips 66 | 2.40% | 0.12% | 2.28% |
| WMBWilliams Cos. Inc. | 2.23% | 0.12% | 2.11% |
| SLBSchlumberger Nv. | 2.18% | 0.10% | 2.08% |
70.9% of IGE 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IGE or VTI?
IGE 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, IGE or VTI?
Over the past year IGE returned +37.37% vs +16.31% for VTI, so IGE leads on 1-year performance. Over the longest common window we track (25 years), IGE annualized +14.67% vs +8.60% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGE or VTI?
IGE has been the more volatile fund at 44.8% annualized versus 15.2% for VTI. Worst drawdown: IGE -72.3% vs VTI -56.6%.
Should I hold both IGE and VTI?
IGE and VTI have a monthly-return correlation of 0.34, 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 IGE and VTI?
70.9% of IGE's money is in holdings VTI also owns. 4.1% of VTI's is in holdings IGE also owns. They hold 100 positions in common, counted across the 149 positions we hold weights for in IGE and 3,463 in VTI.
Which pays a higher dividend, IGE or VTI?
IGE yields 1.80% while VTI yields 1.03%, so IGE currently pays the higher dividend yield.
Is VTI better than IGE?
VTI has a lower expense ratio. IGE led over 1Y, 5Y and the full window, VTI over 3Y. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.