ILCB vs VTI

ILCB vs VTI

Which is better, ILCB or VTI?

ILCB has been ahead.

ILCB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.0%.

Lower Fees: TiedHigher Returns: ILCBLess 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

MetricILCBVTI
Expense Ratio0.03%Tie0.03%Tie
AUM$1.3B$666.9B
Dividend Yield0.96%1.03%
Holdings5333,543
YTD Return+12.45%Best+12.30%
1Y Return+16.29%Best+16.08%
3Y Return (annualized)+21.52%Best+21.01%
5Y Return (annualized)+12.95%Best+12.36%
Volatility (annualized)14.7%Best15.2%
Max Drawdown-52.8%Best-56.6%
$10,000 over 5 years$18,384Best$17,908
Top 10 Weight37.0%33.3%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 28, 2004May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Jul 2, 2004 to Sep 18, 2026 (22.2 years).

ILCB 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 22.2 years both funds cover.

ILCB vs VTI Performance

iShares Morningstar US Equity ETF (ILCB) 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 ILCB returned +16.29% while VTI returned +16.08%. Year to date, ILCB is up 12.45% versus a gain of 12.30% for VTI.

Over three years, ILCB compounded at +21.52% per year against +21.01% for VTI; over five years the annualized figures are +12.95% and +12.36% respectively. Across the full 22-year window we track, ILCB has the edge at +9.59% annualized vs +9.46%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 14.7% for ILCB. 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 -52.8% for ILCB 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ILCB charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, ILCB currently yields 0.96% against 1.03% for VTI.

Holdings Overlap

ILCB already in VTI97.8%
VTI already in ILCB88.4%

97.8% of ILCB's money is in holdings VTI also owns. 88.4% of VTI's money is in holdings ILCB also owns.

Most of ILCB is already inside VTI. Owning both mostly buys the same companies twice.

485 positions in common, counted across the 501 positions we hold weights for in ILCB and 3,463 in VTI, against full books of 533 and 3,543.

What only one of them owns

Our book lists 676 positions for VTI that do not appear in our book for ILCB (9.3% of the fund), and 10 for ILCB that do not appear in VTI (0.6%).

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 ILCBWeight in VTIDifference
NVDANvidia Corp7.72%6.40%1.32%
AAPLApple, Inc6.93%6.29%0.64%
MSFTMicrosoft Corp5.62%4.79%0.83%
AMZNAmazon.Com Inc3.80%3.65%0.15%
GOOGLAlphabet Inc,class A2.96%2.90%0.06%
AVGOBroadcom Inc2.57%2.56%0.01%
GOOGAlphabet Inc2.36%2.31%0.05%
METAMeta Platforms Inc1.87%1.70%0.17%
MUMicron Technology, Inc.1.61%1.29%0.32%
TSLATesla Inc1.55%1.22%0.33%

97.8% of ILCB 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.

ILCBVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ILCB or VTI?

ILCB has an expense ratio of 0.03% while VTI charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, ILCB or VTI?

Over the past year ILCB returned +16.29% vs +16.08% for VTI, so ILCB leads on 1-year performance. Over the longest common window we track (22 years), ILCB annualized +9.59% vs +9.46% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ILCB or VTI?

VTI has been the more volatile fund at 15.2% annualized versus 14.7% for ILCB. Worst drawdown: ILCB -52.8% vs VTI -56.6%.

Should I hold both ILCB and VTI?

ILCB and VTI have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ILCB and VTI?

97.8% of ILCB's money is in holdings VTI also owns. 88.4% of VTI's is in holdings ILCB also owns. They hold 485 positions in common, counted across the 501 positions we hold weights for in ILCB and 3,463 in VTI.

Which pays a higher dividend, ILCB or VTI?

ILCB yields 0.96% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than ILCB?

ILCB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 37.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.