IINC vs VTI

IINC vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricIINCVTIWinner
Expense Ratio0.75%0.03%
AUM$27M$666.9B
Dividend Yield0.84%1.07%
Holdings1213,543
YTD Return+5.90%+12.65%
1Y Return-+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)-15.3%
Max Drawdown-1.1%-56.6%
Fund FamilyHohimer Wealth Management, LLCVanguard (US)
CategoryEquityEquity
InceptionJun 24, 2026May 24, 2001

IINC vs VTI Performance

Alki Consolidated Income ETF (IINC) is a ETF from Hohimer Wealth Management, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, IINC is up 5.90% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.1% for IINC and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IINC 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, IINC currently yields 0.84% against 1.07% for VTI.

Holdings Overlap

5.6%overlap

IINC and VTI share 34 holdings out of 2793 unique holdings combined, representing a 5.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IINCWeight in VTIDifference
MSFT1.41%3.81%2.40%
V1.38%0.77%0.61%
HD1.34%0.48%0.86%
ABTProProPro
BKNGProProPro
BMYProProPro
HPQProProPro
TMUSProProPro
GEHCProProPro
BSXProProPro
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Frequently Asked Questions

Which is cheaper, IINC or VTI?

IINC has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between IINC and VTI?

IINC and VTI share 34 common holdings with a 5.6% weight overlap. Combined, they hold 2793 unique securities.

Which pays a higher dividend, IINC or VTI?

IINC yields 0.84% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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