IGHG vs VTI
ProShares Investment Grade-Interest Rate Hedged ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | IGHG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $335M | $666.9B | |
| Dividend Yield | 5.12% | 1.07% | |
| Holdings | 186 | 3,543 | |
| YTD Return | -1.00% | +13.14% | |
| 1Y Return | +0.64% | +22.35% | |
| 3Y Return (annualized) | +6.16% | +21.83% | |
| 5Y Return (annualized) | +4.74% | +12.01% | |
| Volatility (annualized) | 11.7% | 15.3% | |
| Max Drawdown | -43.7% | -56.6% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 5, 2013 | May 24, 2001 |
IGHG vs VTI Performance
ProShares Investment Grade-Interest Rate Hedged ETF (IGHG) is a ETF from ProShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IGHG returned +0.64% while VTI returned +22.35%. Year to date, IGHG is down 1.00% versus a gain of 13.14% for VTI.
Over three years, IGHG compounded at +6.16% per year against +21.83% for VTI; over five years the annualized figures are +4.74% and +12.01% respectively. Across the full 13-year window we track, VTI has the edge at +8.09% annualized vs +3.42%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.7% for IGHG. 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 -43.7% for IGHG 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGHG charges 0.30% per year while VTI charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, IGHG currently yields 5.12% against 1.07% for VTI.
Frequently Asked Questions
Which is cheaper, IGHG or VTI?
IGHG has an expense ratio of 0.30% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, IGHG or VTI?
Over the past year IGHG returned +0.64% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), IGHG annualized +3.42% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, IGHG or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.7% for IGHG. Worst drawdown: IGHG -43.7% vs VTI -56.6%.
Should I hold both IGHG and VTI?
IGHG and VTI have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IGHG or VTI?
IGHG yields 5.12% while VTI yields 1.07%, so IGHG currently pays the higher dividend yield.
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