IHI vs VTI
iShares US Medical Devices 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 | IHI | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.03% | |
| AUM | $3.5B | $666.9B | |
| Dividend Yield | 0.46% | 1.07% | |
| Holdings | 51 | 3,543 | |
| YTD Return | -10.20% | +12.65% | |
| 1Y Return | -11.03% | +21.39% | |
| 3Y Return (annualized) | +2.98% | +21.54% | |
| 5Y Return (annualized) | -2.59% | +12.11% | |
| Volatility (annualized) | 17.4% | 15.3% | |
| Max Drawdown | -49.7% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2006 | May 24, 2001 |
IHI vs VTI Performance
iShares US Medical Devices ETF (IHI) 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 IHI returned -11.03% while VTI returned +21.39%. Year to date, IHI is down 10.20% versus a gain of 12.65% for VTI.
Over three years, IHI compounded at +2.98% per year against +21.54% for VTI; over five years the annualized figures are -2.59% and +12.11% respectively. Across the full 20-year window we track, IHI has the edge at +9.95% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHI has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -49.7% for IHI 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IHI 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, IHI currently yields 0.46% against 1.07% for VTI.
Holdings Overlap
IHI and VTI share 36 holdings out of 2798 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IHI or VTI?
IHI 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, IHI or VTI?
Over the past year IHI returned -11.03% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (20 years), IHI annualized +9.95% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, IHI or VTI?
IHI has been the more volatile fund at 17.4% annualized versus 15.3% for VTI. Worst drawdown: IHI -49.7% vs VTI -56.6%.
Should I hold both IHI and VTI?
IHI and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IHI and VTI?
IHI and VTI share 36 common holdings with a 1.1% weight overlap. Combined, they hold 2798 unique securities.
Which pays a higher dividend, IHI or VTI?
IHI yields 0.46% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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