IGF vs VTI

IGF vs VTI

Which is better, IGF or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 39.3%.

Lower Fees: VTIHigher Returns: VTILess 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

MetricIGFVTI
Expense Ratio0.37%0.03%Best
AUM$10.4B$666.9B
Dividend Yield2.96%1.03%
Holdings983,543
YTD Return+4.12%+12.28%Best
1Y Return+7.94%+16.78%Best
3Y Return (annualized)+14.91%+20.89%Best
5Y Return (annualized)+9.59%+11.94%Best
Volatility (annualized)16.5%16.1%Best
Max Drawdown-59.5%-54.5%Best
$10,000 over 5 years$15,807$17,576Best
Top 10 Weight39.3%33.3%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 10, 2007May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Dec 12, 2007 to Sep 17, 2026 (18.8 years).

IGF 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 18.8 years both funds cover.

IGF vs VTI Performance

iShares Global Infrastructure ETF (IGF) 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 IGF returned +7.94% while VTI returned +16.78%. Year to date, IGF is up 4.12% versus a gain of 12.28% for VTI.

Over three years, IGF compounded at +14.91% per year against +20.89% for VTI; over five years the annualized figures are +9.59% and +11.94% respectively. Across the full 19-year window we track, VTI has the edge at +9.50% annualized vs +2.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGF has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 16.1% 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 -59.5% for IGF and -54.5% 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IGF 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, IGF currently yields 2.96% against 1.03% for VTI.

Holdings Overlap

IGF already in VTI37.5%
VTI already in IGF1.8%

37.5% of IGF's money is in holdings VTI also owns. 1.8% of VTI's money is in holdings IGF also owns.

The two portfolios partly overlap.

21 positions in common, counted across the 76 positions we hold weights for in IGF and 3,463 in VTI, against full books of 98 and 3,543.

What only one of them owns

Our book lists 1,130 positions for VTI that do not appear in our book for IGF (95.7% of the fund), and 6 for IGF that do not appear in VTI (2.8%).

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 IGFWeight in VTIDifference
NEENextera Energy Inc4.75%0.25%4.50%
WMBWilliams Cos. Inc.3.25%0.12%3.13%
SOSouthern Co.2.75%0.15%2.60%
DUKDuke Energy Corp2.64%0.14%2.50%
CEGConstellation Energy Corporation Com2.43%0.12%2.31%
KMIKinder Morgan Inc./de2.24%0.08%2.16%
TRGPTarga Resources Corp Preferred2.24%0.08%2.16%
LNGCheniere Energy Inc.2.23%0.08%2.15%
OKEOneok Inc.2.14%0.08%2.06%
AEPAmerican Electric Power Co Inc1.88%0.10%1.78%

37.5% of IGF 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.

IGFVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGF or VTI?

IGF 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, IGF or VTI?

Over the past year IGF returned +7.94% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (19 years), IGF annualized +2.08% vs +9.50% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGF or VTI?

IGF has been the more volatile fund at 16.5% annualized versus 16.1% for VTI. Worst drawdown: IGF -59.5% vs VTI -54.5%.

Should I hold both IGF and VTI?

IGF and VTI have a monthly-return correlation of 0.79, 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 IGF and VTI?

37.5% of IGF's money is in holdings VTI also owns. 1.8% of VTI's is in holdings IGF also owns. They hold 21 positions in common, counted across the 76 positions we hold weights for in IGF and 3,463 in VTI.

Which pays a higher dividend, IGF or VTI?

IGF yields 2.96% while VTI yields 1.03%, so IGF currently pays the higher dividend yield.

Is VTI better than IGF?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 39.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.